Every
month, IRA expert
Ed Slott is taking
your questions
about Individual
Retirement
Accounts on
AARP:
I
am 62 and plan on
working to 65
before retirement.
I am already
receiving a
pension from a
prior job. I would
like to seek
advice from a
professional
regarding the best
ways to position
my retirement
assets prior to
retirement. Also
interested in best
time for my wife
and me to begin
Social Security.
What
type of financial
professional or
resources should I
seek out for this
type of advice?
It's good you
are looking to get
professional
advice on this,
because there are
several factors
you need to
consider: mainly
income and taxes
in your retirement
years. As a CPA
and retirement tax
adviser, I did
exactly this type
of planning for
many years, so I
know what's
involved here and
am happy to offer
my assistance to
you.
