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Retirement Planning: Where do you get your advice?
Planning for a financially secure retirement is, for just about everybody, a daunting process. To be effective, it requires careful analysis, tough decisions, and appropriate consideration of advice from qualified sources. Emphasis on this last point is qualified and, as noted in a post by Bloomberg News reporter Erin Lowry, that qualification can often rule out many social media and other free advice portals. Ms. Lowry’s post, which you can access here, has a tendency she believes to foster anxiety in the minds of many attempting to build a workable retirement plan.
Ms. Lowry’s post offers thought on planning for distribution from accumulated retirement funds, along with commentary regarding the benefits–especially for younger workers–provided by the recent Secure 2.0 Act. She adds suggestions about the importance of seeking qualified (there’s that word again) financial advice in the management of funds housed in a retirement plan.