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Title: Fortress Capital Advisors Introduces Tax-Forward Retirement Strategies to Address Pre-Retirees' Growing Concerns

Carmel, IN — April 4, 2025 — As pre-retirees and retirees face an increasingly complex financial landscape, Fortress Capital Advisors, a Carmel, Indiana-based fiduciary financial planning firm, is stepping up to provide solutions designed to meet today’s challenges. From rising healthcare costs to unpredictable tax changes and longer life expectancies, traditional retirement strategies are under more strain than ever. Fortress Capital Advisors addresses this reality by offering retirement income and tax strategies tailored to ensure financial clarity and control for those approaching or already enjoying retirement.“Retirement today looks very different than it did even a decade ago,” said Steven Neeley, CFP®, Founder and Wealth Advisor at Fortress Capital Advisors. “Our goal is to provide clients with strategies that reflect today’s economic realities — equipping them to navigate volatility, preserve wealth, and retire with confidence.”Navigating Complexity with Custom StrategiesFortress Capital Advisors offers a suite of retirement planning services built to adapt to current conditions. The firm helps clients implement:Retirement income strategies aligned with individual spending needs, goals, and risk preferences.Tax-efficient withdrawal plans aimed at minimizing long-term tax liabilities.Scenario-based planning to prepare for market fluctuations, rising costs, and longevity risk.Legacy-focused guidance to help retirees make informed decisions regarding wealth transfer.The firm's planning process combines careful scenario analysis with transparent guidance, providing retirees with a roadmap that adapts to changing financial conditions.Addressing Pre-Retirees' Most Pressing QuestionsAs financial uncertainty grows, many near-retirees are asking:How will higher taxes imp...

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