Tag Archives: Seniors Financial Advisors

Financial Advisors for Seniors

Just like a brain surgeon doesn’t operate on themselves, you should always hire financial advisors for seniors who are especially trained for those over age 60 who are planning their retirement.  There are so many different tax changes and legal restrictions, that only a trained professional who keeps in good standing with their profession, can service your needs.

For instance, did you know that there are penalty-free withdrawals from qualified plans for those pre-age 59 1/2?  In the current distressed economic environment, a retirement plan is often the largest asset one has.  With financing difficult to obtain, accessing those funds may be critical, especially without incurring any early-withdrawal penalties.

Posted in Estate Planning - Financial Planning For Seniors, Senior Advising and Counseling | Also tagged , | Leave a comment