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A One Day In July financial advisor can help you navigate required minimum distributions, avoid potential withdrawal penalties, and minimize taxes you pay on the assets you have built up while working.
When approaching retirement, it is important to consider the tax implications and distribution requirements of your investment accounts alongside the goals you have for your retirement lifestyle.
A One Day In July financial advisor can help you develop a strategy for withdrawing from your accounts in an efficient manner. Investment accounts come with varying tax implications that can be minimized with a prudent withdrawal strategy. As you approach retirement a One Day In July advisor can help you adjust your financial portfolio and formulate a distribution plan to help ensure you get the most out of the money you earned, saved, and invested over the years.
One Day In July financial advisors are fiduciaries on all accounts, for all clients. This means that we have a legal and ethical obligation to always act in the best interest of our clients. At life's big moments, it can be helpful to have advisors on your side who you know will always put your interests ahead of their own.
As fiduciaries we do not accept commissions from product sales that cause conflicts of interest. We work for our clients, no one else. We seek to reduce complexity and we take the time to educate our clients so they can feel confident in their financial decisions.
Personalized attention and clear, honest communication between advisors and clients are essential to our mission.
Schedule a free consultation with a One Day In July financial advisor today. Meetings are available in person, on Zoom, and over the phone.
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