How much do you have in savings and investments? Does your employer offer a pension plan? Do you have a long-term care policy ready? In your 40s and 50s, you should be thinking about how well your nest egg fund is ready for success.
Key Planning Areas
- Retirement income projection — will you have enough?
- Optimal Social Security claiming strategies
- Portfolio risk adjustment as you approach retirement
- Long-term care insurance evaluation
- Catch-up contribution strategies for IRAs and 401(k)s
- Roth conversion analysis and timing
- Healthcare bridge planning before Medicare at 65
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