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Retirement Planning

Don’t simply hope for the future
you want. Plan for it.

As you approach retirement, there are many decisions that contribute to helping you enjoy the lifestyle you want. Here are some questions to consider as you plan for retirement:

  • How will you manage distributions from your retirement savings accounts? (Traditional and Roth IRAs, employer-sponsored plans, taxable investment accounts, etc.)
  • When will you begin taking Social Security?
  • Which retirement expenses are essential, and which could be considered discretionary?
  • How will you balance your current income needs with the risk of running out of money in the years ahead?
  • How can you shift from a short-term thinking mindset to one that helps you achieve your long-term financial goals?

If you feel overwhelmed at the prospect of planning for retirement, don’t panic—that’s perfectly normal! While it may seem like you can simply mimic a retirement savings strategy that worked for others, it’s best to avoid a copycat or cookie-cutter approach. You have unique goals and circumstances, so the solutions that worked for someone else may not be the right fit for you. At The Sides Group, our specialized tools, knowledge and systematic planning process can take the uncertainty out of retirement planning—so you can live comfortably for many years to come.

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