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May 25, 2016

Stretch your savings and plan for retirement

Quick tips for retirement planning:

  • Don't overspend early in your retirement
  • Plan IRA distributions so you can preserve tax-deferred growth as long as possible
  • Postpone taking Social Security benefits to increase payments
  • Adjust your asset allocation
  • Adjust your annual budget during years when returns are low

Click here for more information about planning your retirement portfolio.  


 

IMPORTANT DISCLOSURES This information has been prepared by Broadridge Investor Communication Solutions, Inc. Minis & Company does not endorse the content provided, it is to be viewed for informational purposes only. Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

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