Latest / Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Retiring in 2027? Don't Pick Your Retirement Date Until You Check These 7 Things
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Thinking about retiring in 2027? Before you pick your last day of work, there are several financial planning opportunities worth considering.
Your exact retirement date can affect more than just your final paycheck. Bonuses, pension benefits, employer retirement contributions, health insurance, Medicare, taxes, Social Security, and even Roth conversion opportunities can all be influenced by when you leave your employer.
In this episode, Tyler Emrick, CFA®, CFP®, walks through seven things…
The skinny
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