5 Common Retirement Mistakes
And How to Avoid Them
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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
Download your free guide today!
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