Ed looks at strategies to have in place when you first retire.  He covers the adjustment period, prioritizing expenses, continuing to save, having a Social Security Strategy, and seeking out professional help.  What are the income tax brackets for 2022 vs. 2023?  Ed takes a look at that and then moves into some things to consider at the end of the year including maximizing your 401(k), IRA, Roth, and Health Savings Account savings and looking at strategic tax moves.

You can reach Ed Storer and the team by calling 800-563-7030.

The Wealth Training Academy

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