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APPROACHING RETIREMENT

You’ve been a hardworking member of society for several decades and you’re ready to reap the rewards of your retirement. Are your finances ready for you to retire? What are the implications of working another year or 5 years on your social security Income? What are the implications of waiting another 10 years to draw on your IRA? If a spouse or relative passes away and you inherit his or her retirement plan or social security benefits what are the rules at that point? Make sure you are ready to exit the workforce in style without being surprised by the financial implications of retirement. 

Services offered include:

                 

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Avantax affiliated Professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC, Investment Advisory services offered through Avantax Advisory Services℠, Insurance services offered through an Avantax affiliated insurance agency.

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Suite 100,
Dallas, TX 75019
972-870-6000.

The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth Management℠ does not provide or supervise tax or accounting services, Avantax Representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management℠ or its subsidiaries. Avantax Wealth Management℠ is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
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