Retiring in the Next 10 Years? Beware the "Six Traps"

Filbrandt Reports
Volume 17, Issue 7

Report Summary:

Filbrandt has identified 6 critical mistakes university professionals make with their retirement planning. We call them the “Six Traps:”

  • Trap #1: Loss of benefits
  • Trap #2: Lack of tax balance
  • Trap #3: Lack of cash
  • Trap #4: Loss of control
  • Trap #5: Unintended risk
  • Trap #6: The rollover

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