Consider working with a team of professionals to ensure proper management of your retirement assets and effective retirement planning. Possible members of your team include your financial advisor, who would help you with portfolio design and other investment decisions, your tax professional, who can help you to minimize income tax, and an estate planning attorney, who can help you with beneficiary planning matters. One way to make sure that your team works effectively is to ensure that they are aware of each other's roles, and that they communicate with each other regarding your retirement. This will help to ensure that there is no discrepancy if your plans; in addition, gaps would be more easily identified and rectified with workable solutions.






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