Deciding when to retire may not be one decision but a series of decisions and calculations. For example, you’ll need to estimate not only your anticipated expenses, but also what sources of retirement income you’ll have and how long you’ll need your retirement savings to last. You’ll need to take into account your life expectancy and health as well as when you want to start receiving Social Security or pension benefits, and when you’ll start to tap your retirement savings. Each of these factors may affect the others as part of an overall retirement income plan.
Our job at Piedmont Advantage Investment Solutions is to make this process of nearing retirement as easy as possible for you. Whether you are decades or years away from retirement, we can help you stay on track for this important life event.
Please contact us today to start reviewing your retirement plan today.