Business & Finance

The Sandwich Generation: 6 Key Tips to Follow as You Juggle Your Own Retirement Planning

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Credits: wfp
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BASKING RIDGE, NJ- Life can get hectic, especially when you’re trying to balance raising your children and caring for your aging parents. Finding the time to plan for your retirement may seem impossible, but it’s crucial to make plans today for your financial future.

How much should you be contributing to your retirement accounts? Should you consider a Roth IRA rollover? What if you need to tap into your retirement funds earlier than you originally planned to? These are just some of the questions that should be addressed as you approach retirement.

To find out more about the various aspects of retirement planning you should be considering;

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Click here to download “The Sandwich Generation: 6 Key Tips to Follow as You Juggle Your Own Retirement Planning.”pdf

For more information on the key areas of retirement planning, contact me WFP Tax Partners at (877) 714-2362 to schedule an appointment or click the button below.

WFP Tax Partners, LLC provides a full service tax planning experience. WFP utilizes their exclusive team of CPA & wealth advisors to provide tax planning, preparation, and filing services for their clients. Their clients receive proactive advice of tax reduction strategies based on income, expenses, individual needs and goals. Proactive tax planning provides their clients the opportunity to minimize their tax burdens and build solid tax reduction strategies that may result in years of tax savings.

Walter Pardo is the Managing Partner of WFP Tax Partners and an active member of Ed Slott's Master Elite IRA Advisor Group, which is an exclusive organization of financial advisors who are dedicated to being the leaders in the IRA industry. Because being the best in the business requires an enormous amount of ongoing education, time and effort, Ed Slott created his Master Elite IRA Advisor Group as a single resource for serious professionals.

 

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