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Retirement Planning

Avior Wealth Management / Insights  / Wealth Management  / Retirement Planning
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Tax Implications of Your Retirement Contributions

Whether you contribute to an employer-sponsored plan or an IRA, factor in these tax benefits and implications to optimize tax planning      It’s not always easy to understand how your retirement account contributions are impacting your taxes. Even though many retirement savings avenues provide tax advantages, there are still key considerations to factor into planning to maximize results and minimize your tax liability.  For instance, IRAs, 401(k)s, pensions, and Social Security benefits will...

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An older man using a calculator to figure out his retirement income

How to Maximize Income Streams in Retirement

In retirement, you’ll be more financially secure if you can set up different income streams and diversify your investments. Part of your wealth management journey is ensuring you’ll have a comfortable and secure retirement. While pensions and Social Security benefits may provide a baseline income, maximizing income streams is essential to maintain your desired lifestyle and cover unexpected expenses. Without the same work income in place, it can be a challenge...

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An older man reading over documents on healthcare planning

Preserving Your Legacy: Planning for Healthcare in Retirement

Your healthcare needs are a key component of your overall retirement planning goals. Navigating retirement planning is already a challenge. Factoring in unexpected costs like medical expenses can add a complicated layer. With the rising costs of healthcare, trying to predict your healthcare needs, and considering your lifestyle requirements, it’s not always straightforward what you should be focusing on. To assist, we’re offering these practical strategies and tips that will help you...

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A man and his financial advisor looking over an estate plan

Estate Planning for Retirees: A Step-By-Step Approach

As a retiree, you want to ensure your estate is in order. Update your estate plan with the correct legal documents, tax minimization strategies, and the right financial advisor. Creating the estate plan you want may sound daunting when you’re in retirement. You have to navigate complex tax and legal considerations and draft the correct legal documents all while trying to establish a structure that will help you and your family...

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