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Tax laws change every year — and this year is no different! This downloadable guide will walk you through the latest tax law changes to help you avoid any surprises. In this 12-page guide, you will find out:The Top 10 Retirement Planning Tips in 2023 – Episode 22
Welcome back to Your Retirement Blueprint! We hope you’ve had a great start to the year.
In today’s video, we’ve put together the top 10 tips for retirement planning in 2023. There is a lot of great insight packed into this one—we’ve included everything from financial strategies to potential tax considerations to maintaining your feeling of purpose in the retirement years.
Whether you are approaching retirement or are planning for the future, thank you for watching and listening in!
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Key Takeaways:
1) Plan to cover your healthcare needs. While it may seem daunting, planning to get your healthcare needs covered can actually be really manageable. By setting up a plan in advance, you can be confident that everything you may need in your retirement will be taken care of.
2) Consider part-time work. It can be hard to settle into the retirement lifestyle after being a slave to an alarm clock for the majority of your life. A part-time job is a great way to not only make a little extra money to supplement your fixed income, but to also ensure you get out of the house and fill your time purposefully.
3) Don’t neglect your self-care. It’s not uncommon for retirees’ health to begin to decline as they go from working to retirement. One of the reasons for this is that some retirees don’t know how to fill their time and default to becoming sedentary. It’s important to start planning how you are going to fill your time, whether that be volunteering, picking up a new hobby, or spending time with family.
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Thank you so much for listening to this episode of Your Retirement Blueprint! If you’ve enjoyed this episode, we’d love it if you checked us out so you don’t miss a future episode of the show.
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Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business 210 Financial. 210 Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by 210 Financial are not subject to Investment Advisor requirements.
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 1666177-2/23
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