How to Keep More Money in Retirement: Tax Diversification
by Ron Anno, Investment Adviser Representative
Oct 16, 2019
3 minutes
Although you can’t control all the challenges you might encounter as you move toward and through retirement, having a well-thought-out plan can help you be better prepared. That’s especially true when it comes to two of the biggest risks to a confident and successful financial future: market volatility and taxation.
You’ve probably heard a lot lately, as the market reacts to the latest news about interest rates and the possibility of an economic slowdown. If those up-and-down movements make you nervous, it may mean your diversified portfolio isn’t set to a mix that fits with your risk tolerance, and it may be time to talk to your financial professional about
You’re reading a preview, subscribe to read more.
Start your free 30 days