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Waiting until 65 to retire isn’t as easy as it used to be – especially since, for many people, their retirement age is now closer to 67. But retiring early and successfully requires planning to ensure you can have the life you envision.
Healthcare costs over your retirement are by far the most significant expense – and one with the potential to increase at the highest rate. Over the past twenty years, medical care costs have grown an average of 3.5% per year.1
Will you be able to draw from your retirement accounts without penalties? What about taxes? There’s a lot to think about, so breaking it down into the big areas and tackling it systematically can ease the financial and life transition.
Medicare eligibility begins at age 65, so you’ll need to source healthcare coverage if you retire before that. Retiree medical benefits from your current employer may solve this... ...
If you’re a financial advisor looking to grow your firm, we have you covered. Whether you’re a marketing expert or need the guidance and content to build your program, we’re here with you every step of the way.
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