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10 Retirement Planning Steps for Clients to Take Before 2023

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What You Need to Know

  • The market dislocations of 2022 have caused significant pain for clients, but also raised significant retirement planning opportunities for savvy advisors.
  • Enacting Roth conversions, making like-kind transfers to fund RMDs and revisiting fixed-income portfolios are among them.

The end of the calendar year presents time for reflection and the opportunity to make or revisit important decisions — personal, professional, financial or otherwise.

When it comes to retirement planning, the same is true, advisors say, and there are a number of key steps today’s pre-retirees should consider as they approach year-end 2022. With so much market dislocation having occurred this year and big questions being asked about what 2023 will bring for investors, advisors say the stakes are high for the soon-to-be retired.

See the slideshow for 10 timely insights from financial planners who are helping clients prepare for retirement in the years ahead.