Retirement Blindspots

Planning for retirement is no easy task. As you progress through your career and transition into retirement, there is a lot to be aware of.  Below are 5 blindspots to be aware of as you plan for your retirement.

Blind Spot #1

Social Security and pensions aren’t the only ways to guarantee income in retirement.
Social Security and pensions

Blind Spot #2

It’s easy to see why retirees claim Social Security as soon as they can. But what are they missing?
It’s easy to see why retirees claim Social Security as soon as they can

Blind Spot #3

Asset allocation is important. But what about asset location?
Asset allocation

Blind Spot #4

Think you need to take all your required minimum distributions (RMDs) at age 70½? Think again.
minimum distributions (RMDs)

Blind Spot #5

Your DIY (do it yourself) retirement should start with help from someone else.
DIY (do it yourself) retirement
Now that you are aware of the 5 retirement blind spots, it’s a great time to get in touch with us today and review your retirement plan. Contact us today, and keep your eyes on the road – to retirement!



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Live Oak Investors | 114 Oak Park Drive Boerne, TX 78006

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(P): (830) 331-1113