Stay Wealthy San Diego

The Best Retirement Account, Making Investment Changes, and More!

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Synopsis

There is no shortage of questions when it comes to navigating and planning for retirement. ➤ How much do I need to save?  ➤ How do I optimize my tax bill and avoid overpaying the IRS?  ➤ When do I take Social Security?  ➤ What should I invest in? (And what should I avoid?!) The list goes on. And while you’ve likely read (or heard) helpful answers to most of the big questions, it never hurts to revisit them or get a different perspective. In fact, some studies suggest that it can take hearing something 7 times before you retain it