4 Costly Mistakes People Make When Retiring Before 65 (PDF)

Learn common mistakes retirees make when retiring before 65, and how to avoid them. These mistakes could impact your retirement income, taxes, investments, and more.

4 costly mistakes people make

What You’ll Learn Inside

Build Flexibility Into Your Income Plan
Thoughtful ideas on how to add more flexibility into your retirement income plan so your income can adapt to your ever-changing retirement.

Develop a Thoughtful Social Security Strategy
Learn about all the factors that go into a thoughtful Social Security claiming strategy.

Get Proactive With Tax Planning
How you may use the “gap years” to strategically minimize your lifetime tax burden and avoid costly surprises later down the road.

Align Investments With Your Plan
Learn how you can find the right balance of income, growth, and stability within your own retirement plan so your investments can support a fulfilling retirement.