Weekend Reading: Avoid Retirement Regrets: Five Facts to Learn Now, Not Later

This article appears as part of Casey Weade's Weekend Reading for Retirees series. Every Friday, Casey highlights four hand-picked articles on trending retirement topics and delivers them straight to your email inbox. Get on the list here.
Weekend reading five facts avoid retirement regret Weekend reading five facts avoid retirement regret
Weekend Reading

Proactive planning is your best defense against unwelcome surprises in retirement. By understanding these five key factors, you can build a more resilient financial foundation and enjoy a more fulfilling next chapter.


Key Points:

  • Reassess your tax strategy: Retirement income can trigger higher taxes than expected; consider diversifying your accounts and exploring options like Roth IRAs.
  • Diversify your investments: Explore alternatives to the stock market, such as indexed annuities or indexed universal life insurance, to reduce risk.
  • Understand Social Security: Learn about your full retirement age and the potential impact of claiming benefits early or delaying them.