How to Structure Your Finances 1 Year Before Retirement

Описание: 🔴 Free 15-Minute Retirement Strategy Call: https://on.bernicke.com/4esUvVq

The year before retirement is crucial for getting your finances organized. After 40 years of helping clients retire successfully, we've identified six critical steps that most people overlook. In this video, we walk through our firm's exact process for preparing clients to retire—from organizing income sources and running projections to structuring your tax buckets strategically. The difference? It could mean thousands more in annual take-home income and avoiding expensive health insurance costs before Medicare.

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🕘 Chapters
00:00 - Steps to Organize Before Retirement
00:23 - Step 1: Organize Your Data
01:51 - Step 2: Income Projection
04:11 - Step 3: Tax Strategy
07:10 - Step 4: Asset Allocation
09:40 - Step 5: Health Insurance Strategy
12:04 - Step 6: Other Insurance Needs
13:26 - Step 7: Estate Planning

➡️ About Ty Bernicke, CFP®, President & CEO
Ty Bernicke is the President and CEO of Bernicke Wealth Management. His research on investment management, retirement planning, and tax minimization strategies has been published or recognized by The Wall Street Journal, The Chicago Tribune, Futures Magazine, and many other well-known national news organizations.

Ty has been recognized as a Best-in-State Wealth Advisor in the state of Wisconsin by Forbes for seven consecutive years. Ty is also a current member of the Forbes Finance Council. This council is an invitation-only organization comprised of senior-level executives in the financial services industry who provide written content on financial topics for Forbes.
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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth in this material may not develop.

Advisory products and services offered by Investment Advisory Representatives through Bernicke Wealth Management, a Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Private Client Services and Bernicke Wealth Management are unaffiliated entities. Bernicke Wealth Management and Private Client Services do not offer legal or tax advice. Always consult a legal or tax professional regarding your specific situation.