Retirement typically means that while you still may work, the “make a living” phase of your life has wound down. When Lee works with clients preparing for retirement, he typically focuses on four major considerations.
First, Lee asks his clients preparing for retirement about taxes. Second, retirees will need to decide when to take Social Security or money from a retirement plan. Third, people planning for retirement need to consider their healthcare options. Fourth, retirement is a perfect time to get more serious about estate planning and asset protection.