A while back, our professional colleague, Steve Parrish, Co-Director of the American College Center for Retirement Income, graciously gave us permission to post his article in Forbes on a tax-saving strategy for business sale. Well, here is another insightful article, this time for folks nearing retirement. If you or your loved ones are nearing retirement, this is a must-read. Here it is in its entirety.
If you are nearing 60, it’s a good idea to start thinking about Social Security benefits. Maybe you have a few decades to go before reaching 60, but your parents may be close to that milestone. If so, then read on. You’ll pick up a few ideas here. Your parents will be proud.
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September 2023
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