Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

An orchestra is merely a collection of instruments, each of which brings a unique sound. It is only when a conductor leads them that they create the beautiful music imagined by the composer.

The same can be said about your retirement strategy.

The typical retirement strategy is built on the pillars of your 401(k) plan, your IRA, and taxable savings. Getting the instruments of your retirement to work in concert has the potential to go far in realizing the retirement you imagine.

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Optimizing Your Social Security Payout

In 2014, social security benefits made up 39% of the income of the elderly (on average), totaling nearly $863 billion**. As more and more baby boomers approach retirement age, that total will increase dramatically, but unlike past generations, baby boomers are one of the first generations with the ability to seek out information online, equalizing information that only those with financial knowledge had previously been privy.
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