You know, 2022 was a pretty rough year when it came to returns. And the stock and the bond market. You know, most clients, most people were down somewhere in the vicinity of about 15%, no matter what they did, no matter how they were invested. So there are those who are thinking about retirement and are wondering, should I delay my retirement because of what’s happened?

Avoid the Alternative Minimum Tax (AMT): Tax Planning for Retirees
Discover how the Alternative Minimum Tax (AMT) affects retirees and learn tax strategies to avoid it. Plan smart, retire better.