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James DiLellio Featured in Forbes Article on Post-Retirement Planning

June 9, 2021  | 1 min read

James DiLellio was recently featured in Forbes along with retirement, investment, and financial planning experts to discuss the shift in focus when investing and planning for retirement. Creating a secure financial future can be a daunting experience for many. Even moreso, retirement account management can be complex when considering the right investments, available after-tax funds, and estate planning. “In pre-retirement planning, the investor needs to decide three things: how much to invest, asset location and asset allocation,” says DiLellio. “In post-retirement planning, there are many more decisions. For example, how much to withdraw, asset allocation, when to draw down a pension if applicable, when to begin Social Security benefits, drawdowns from taxable versus tax deferred accounts, and planning for use of your estate after you are gone.” These decisions can be difficult to make; however, looking ahead can ensure a smooth, comfortable transition into retirement.

The full article is available on Forbes.