Honey, I Shrunk Our Retirement Benefits

Fishbein, Robert
June 2008
Best's Review;Jun2008, Vol. 109 Issue 2, p88
Trade Publication
The article offers insights related to accessing retirement benefits and the appropriate time to start Social Security benefits. It examines the taxes associated to retirement benefits and the implications of working in retirement in obtaining other retirement assets. It highlights the importance of considering retirement assets to access while working in retirement to minimize the income tax liability triggered. Monitoring and evaluating financial plan is suggested to ensure that goals are met.


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