With just over six months left in the year, now is the time to make critical retirement adjustments—not in December when it might be too late. In this video, I’ll walk you through five mid-year retirement moves that can help you avoid costly mistakes, lower your tax bill, and improve your long-term plan. Whether you’re already retired or just a few years away, these steps can put you back in control before year-end deadlines close in.

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This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you. Disclosures: https://onedegreeadvisors.com/solutions/#disclosures