Ty's How To: Take on Retirement at 65

Ty J. Young Wealth Management

September 9, 2021

“Do I Have Enough?” is the #1 doubt we hear from investors ready to retire. Click here for our retirement resources to make sure you have what it takes for whatever comes next.

Retirement is supposed to be a peaceful and exciting time. However, with a major life shift comes the anxiety of “Do I have enough money?” If you’re kicking yourself with these doubts, you’re not alone. We talk with people every week who struggle with this concern.

Ty J. Young is dedicated to helping clients all across America with this common question. We believe the proper groundwork and planning will give an easier transition into retirement and long lasting financial health. Here are our takeaways on how to handle these concerns.

Or click here for Ty J Young’s best-kept secret to stay wealthy.

A Solid Plan & A Steady Hand

Our Financial Advisors in Atlanta, Georgia understand it can be difficult to predict your life and the outcomes we face in retirement. However, for most people we talk to, the answer is they probably have enough money for retirement. But they still need to ensure safety in their financial future.

Between market trends and economic opportunities, our financial strategists consistently monitor our investors' accounts so they’re prepared for whatever comes next.  Let us do the heavy lifting, all you have to do is make a solid plan, and we will be the steady hand keeping you on course!

Stay Wealthy

The sequence of withdrawals is critical because depending on your goals, you’ll most likely want to do so in the most tax-efficient way. Our Financial Advisors in Atlanta, Georgia encourage our clients to look across their whole portfolio to determine their best sequence of withdrawals each year. By doing so, you’ll be able to see how your money will move and when.

In essence, all withdrawals are not created equally. Depending on when some are removed, they can lead to unwelcome, unexpected taxes. The goal is to have a smooth retirement with consistency in wealth. Our Financial Advisors know how to individualize your retirement setup so you can stay wealthy throughout.

Are you ready to take the steps to protect your wealth?

Click here to learn more!

Over the past 20+ years, Ty J. Young Wealth Management has become a nationally recognized expert in preserving retirement goals in times of market volatility. Building relationships with over 6,000 clients nationwide, Ty J. Young Wealth Management is a top financial planning firm located in Atlanta that empowers clients to improve their financial health, weather market changes, and gain peace of mind for their future.


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