5 Common Retirement Mistakes
And How to Avoid Them
In this guide, you’ll unlock five common mistakes investors make as they prepare for retirement, as well as tips to help you avoid them. These tips include:
- Creating a financial plan as a first step in the retirement planning process
- Considering dollar-cost averaging
- Developing a tax-efficient strategy to gradually diversify your portfolio, which can reduce portfolio risk while still allowing you to capture broad market returns
- Establishing a retirement healthcare strategy to help maximize your savings and lower your tax exposure
- Implementing and maintaining an ongoing tax planning strategy that’s in line with your overall financial goals
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