Here’s an overview of what might be addressed within your custom retirement-ready frameworks:
- What’s your understanding of the spending needs now and during the various stages of retirement, from the mobile years to the more frail years?
- What’s your understanding of the best health insurance plans (e.g. Medicare, Medigap, Medicare
- Advantage) for covering potential medical costs in retirement?
- What’s your plan for taking distributions from your investments that maximizes your after-tax withdrawal?
- How are you planning today to maximize your income sources (e.g. Social Security, pension, investments) during retirement?