Take the Sunset Package or Sell the Business? | WealthManagement by Mindy Diamond


When thinking strategically about your career, no matter what stage you’re at, keep in mind the end goal should be to realize the value of your life’s work. Essentially, your retirement options fall into two categories:

1. As an employee, participate in a retiring advisor “sunset program.”

2. As an independent, sell your business on the open market or via an internal succession plan.


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