5 Things To Do When Retiring Within 5 Years!

In This Video:

The closer you get to retirement, the more you need to button up your financial plan so that you can maximize your money and have confidence in your future.


Things to Consider:

You’re coming down the final stretch and retirement is quickly approaching. What you do over the next few years could make or break your retirement. Without taking the necessary action to secure your financial future, it could be the difference between enjoying your retirement or having to cut your lifestyle.

Today we’re going to talk about the five things you need to do if you are with five years of retirement. Each of these things could possibly mean the difference between thousands of dollars more in income coming in or potentially overpaying the IRS by thousands of dollars.

Here’s what we cover in this financial video:

0:00 Intro

0:57 – #1: Understand your expenses

2:31 #2: Determine if you’ve saved enough

4:41 #3: Evaluate Your Investments

7:16#4: Social Security Plan

8:32 – #5: Tax Plan


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