Special Report: Tax and Financial Planning for Baby Boomers

December 31, 2014
Dana Greenstein

As we all know, an enormous amount of individuals were born in the United States during the post-World War II era (mid 1946 through mid 1964).  These so called baby boomers began turning 65 in 2011 and by 2029, when all of them will be 65 years old and older, more than 20 percent of the total U.S. population will be over age 65.

This huge wave of individuals will encounter many challenges as they approach retirement, including how to ensure their own financial security.

This complimentary special report discusses how, with proper planning, these challenges can become opportunities. It also focuses on a key tax and financial planning opportunity for these individuals as they move into retirement.

To read more on this report, link to the Main Street Practitioner

For an enhanced version of this report, link to:  tax.thomsonreuters.com/TaxFinancialPlan


Dana Greenstein
Public Relations Manager
Tel: +1 212 337 4129
Email: dana.greenstein@thomsonreuters.com

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