Five Years to Retirement, A Planning Guide for Success

Five Years to Retirement, A Planning Guide for Success

Five Years to Retirement, A Planning Guide for Success Q&A with transition expert Catherine Etters of Legacy Practice Transition As representatives of Legacy Practice Transitions (LPT), we’re often asked how far in advance you should start planning for a major milestone, like retirement. The goal of this Q&A series -- compiled from the most common questions we are asked on a regular basis -- is to outline what this process involves, and to provide you with ideas and guidelines you can use to plan your own practice transition. In it, I will explain what a transition involves from a technical standpoint, and what the possible outcomes may be so you can make a plan that fits your timeline, whether that’s one year, five years, or longer. Q: In general, what…
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