The 12 Point Check List on How to Retire Successfully

Published on: Dec 26, 2020

You only want to retire once, and since this is something you’ve never done before, you need to be 100% certain you haven’t overlooked or underestimated anything. There’s no room for mistakes, otherwise, you could be forced to go back to work or end up clipping coupons for the rest of your life.

Most people are simply focused on reaching a certain savings goal for retirement, yet they fall short when it comes to having a plan for this money. There’s no plan for saving money on taxes, getting the most from social security, protecting their savings from the skyrocketing cost of healthcare, or generating income in retirement, and so much more.

In this episode, we will share the 12 point checklist that could help you retire successfully, including:

  • The most important pillar of retirement planning that most people ignore.
  • Why taxes could play a much larger role in retirement than you know.
  • Plus, the one thing everyone should be concerned about with social security … and it’s not what you think it is.

Host Ben Christy interviews Patrick Min, CPA, and founder of Beacon Accounting and Tax Services. Also joining the conversation is Beacon Capital Management’s Senior Partner and Co-Owner, Pete Benson, and COO and Co-Owner, Jon Maxson for this episode of the Beacon Retirement Strategies Radio Show: The 12 Point Check List on How to Retire Successfully. 

A defensive tax strategy could save you a SIGNIFICANTLY in retirement. If are unsure what your tax strategy looks like, we highly recommend you take advantage of our FREE, Retirement Tax Analysis. This free tax analysis, along with an income analysis, social security analysis, income analysis, fee analysis, risk analysis, and portfolio stress test is all included in our FREE Financial Plan Checkup.  SCHEDULE A CALL TODAY TO GET YOUR FREE FINANCIAL PLAN CHECKUP!

Also, download our FREE ULTIMATE RETIREMENT PLANNING CHECKLIST to see which areas you need to cover to have a comprehensive retirement plan.

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