Early Retirement Made Easy: Six Ways to Save on Taxes with Your Investments

The article authored by Andrew Thompson, Director of SC&H Financial Advisors, Inc. was originally published by The Baltimore Business Journal on November 30, 2023

Planning for retirement is a complex process that requires careful preparation and investment consideration, especially if you aim to retire before the age of 62. Regardless of your circumstances, securing financial independence is crucial for future comfort and peace of mind. To assist you in making the most advantageous choices for your retirement goals, Andrew Thompson shares six tax-efficient investment strategies for early retirement.

1. Maximize retirement accounts
2. Choose low-cost, diversified investments
3. Leverage tax-loss harvesting
4. Think long-term when investing
5. Diversify asset location and allocation
6. Utilize strategic estate planning and gifting

Read the full article to better understand the steps you should be taking to set yourself up for long-term success.

Advisory Services offered through SC&H Financial Advisors, Inc., an investment adviser registered with the U.S. Securities and Exchange Commission. SC&H also offers advisory services through the doing business as name of SC&H Core. SC&H Financial Advisors, Inc. is a wholly owned subsidiary of SC&H Group, Inc.

The information presented is the opinion of SC&H Financial Advisors, Inc. and does not reflect the view of any other person or entity. The information provided is believed to be from reliable sources but no liability is accepted for any inaccuracies. This is for information purposes and should not be construed as an investment recommendation. Past performance is no guarantee of future performance.