Catching Up: Strategies for Late Savers
April 25, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Joe Sullender, CFP®, to talk about strategies for late savers. The basic tenets are: It is never too late to develop a plan You likely still have a long-term timeframe Do not worry about what you have and have not done in the past Strategies to consider: Often later in life we have more clarity in our goals The opportunity to retire from Federal service and work elsewhere, banking the annuity (hyper-saving) Time is of the essence – Act swiftly and avoid further delays For questions or comments, email us in advance at ForYourBenefit@nitpinc.com