Do you know when you can retire? How much will you receive from Social Security and when is the optimal time to draw Social Security payments? What is the probability that your savings, pensions, and social security payments will provide the necessary income needed to enjoy the retirement lifestyle you desire? How much income do you need during the early, middle, and late stages of retirement? What required minimum distributions (RMDs) will I face and what will be the tax implications? Should I do Roth IRA conversions?
If you have answers to these questions, congratulations! You are likely confident and have peace of mind as you think about retirement. If you need answers to these questions, I can help. Stop trying to put together spreadsheets on your own. Let’s talk and approach retirement with confidence.
