Get Started Now: Your Retirement and Tax Questions Answered

As you approach retirement, there’s no doubt the questions pile up. We’re here to provide the answers you need. If you’ve ever wondered:

  • Can I Retire Now? Assess your financial readiness and plan a smooth transition.
  • What’s My Tax Strategy for Retirement? Learn how to minimize your tax liabilities and maximize your retirement income.
  • How Do I Avoid the Social Security Tax Torpedo or Medicare IRMAA Cliff? We’ll help you navigate these complex areas.
  • When Should I Claim Social Security Benefits? Discover the best time to start receiving benefits.
  • How Do I Navigate Medicare? Get answers to your Medicare questions.
  • Is My Current Investment Strategy Appropriate for Retirement? Evaluate if your strategy aligns with your retirement goals and addresses risks.

Book your free 15-minute intro call with Joe today to start making your retirement dreams a reality. You can also reach us at 469-423-1989 or email joe@worthassetmgmt.com.

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