Organizing Your Finances for Retirement
Getting a clear financial picture can help ease the transition into retirement because, at the very least, you’ll know what accounts you will be drawing from, where they are being managed, how your investments can continue to generate income for you, and what tax liabilities they may impose. It requires discipline and clarity to keep your finances organized before and during retirement. Retirement Accounts If you are like most of your contemporaries, you have held two or three or more positions at different companies over the course of your career. As a result, you likely have several 401(k) accounts […]
