Wealth Preservation for Peak Earning Years
Many seniors, but not all, earn the most amount of income in the years leading up to their retirement. Ideally, each client has had good advice and a solid retirement plan so they will receive retirement income through smartly investment retirement accounts, and many retirees have passive investment income that continues to produce income or are able to continue to do some type of work to receive income, even after their retirement date. It is critically important that families with the financial means have a team of experienced attorneys, financial advisors and accountants so that their Estate Plan and retirement strategy work hand-in-hand. During the final working years when there often is higher-income, tax-saving strategies can be employed to add more funds for retirement savings. If someone is in their late 50's or early 60's and has an eye on retirement, but they have not yet developed a coordinated retirement / wealth / estate plan, now is the time to make an appointment. Call Scott today. (610) 374-5841.