When Estate Planning Overlaps with Retirement Planning*

You’ve accumulated some wealth and you’re thinking about retirement. Here’s where estate planning overlaps with retirement planning. It’s just as important to plan to care for yourself during your retirement as it is to plan to provide for your beneficiaries after your death.  You should keep in mind that even though Social Security may be around when you retire, those benefits alone may not provide enough income for your retirement years.

Consider saving some of your accumulated wealth using other retirement and deferred vehicles, such as an individual retirement account (IRA).

 


 

*IMPORTANT DISCLOSURES

Consult your legal advisor

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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