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Proactive planning for retirement income

Accessing your retirement money without a plan could lead to higher taxes and costly surprises. Learn why timing matters and how a proactive strategy could help protect your income.

Proactive planning for retirement income

By: Cincy Lifestyle Staff

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As retirement approaches, how you access your money matters. Withdrawing funds at the wrong time can lead to higher taxes, penalties, and unexpected increases in health care costs. Financial planner Matt Schaefer explains why having a proactive withdrawal plan could help retirees smooth tax liability and reduce surprises over time.

Call 513-912-4335 to schedule your complimentary Roadmap for Retirement or online at www.GetYourRoadmap.com

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Cincy Lifestyle Team

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Proactive planning for retirement income

Pete Scalia

Michelle Hopkins

Mikhayla Hughes-Shaw

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