Top 8 Retirement Tips For 2022

Charles Sachs, chief investment officer of Kaufman Rossin Wealth, was interviewed by Forbes to discuss top retirement tips for 2022. 

Article Excerpt: “If you’re already retired, now is also the right time to map out your 2022 distributions from tax-advantaged accounts. “A top retirement planning tip is to understand opportunities to take withdrawals from 401(k)s and IRAs when your income is low,” says Charles Sachs of Kaufman Rossin Wealth Advisors in Miami. You may want to meet with a tax professional to plan out the best ways to manage your taxable withdrawals.”

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Charles Sachs, CFA, CFP®, is a Chief Investment Officer at Kaufman Rossin Wealth, LLC, a Registered Investment Adviser.