Navigating Early Retirement & Severance

Are you considering early retirement? Did you just receive a severance? Many would love to be able to retire early, but just not sure if they can. There are some unique challenges that only early retirees will face. Join us as Managing Partner, Tim Smith walks us through how to navigate many of those challenges, and some specific planning strategies you could consider when planning for your own retirement or severance planning. Learn how to handle your pension, 401(k), deferred compensation, stock compensation, and more to mitigate taxes and maximize wealth during retirement.