Diligence, a plan, and sound advice may allow you to retire early. As published at fidelity.com, Sam Scott from Sunrise Advisors provides insight and advice to a hypothetical couple looking to retire early.
Consistent with Sunrise Advisors’ encouraged behavior of savings to pre-tax and post-tax accounts, the advisors touch on the importance of “asset location”. For the full article, please go here: https://www.fidelity.com/insights/retirement/retiring-at-age-62
If you would like to thoroughly evaluate your current situation to see if you are in a position to retire early, please contact us. Our firm will help you through the preparation of retirement and assist in the develop of a distribution plan.