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Obtain Objective Legal Advise

Before deciding on when to retire, take the time to find out how much money you will need monthly after taxes and insurance to enjoy a comfortable retirement. A well thought out plan that incorporates legal considerations, tax implications, as well as asset maximization for beneficiaries is an important first step. There may even be a unique strategy specifically tailored for your situation, for example where you combine PLOP, a “pension max” and purchase life insurance. This is just one example of a customized solution that can help to maximize your retirement benefits.

Ideally, it should be “quarterbacked” by a knowledgeable professional, and reviewed for changes annually, or if a meaningful event occurs. While every member of your team of professionals may be well meaning, make sure there is an “experienced quarterback” that not only works with your other specialists, but makes sure what needs to be accomplished on your behalf is executed professionally and cost effectively.

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