Plan Retirement

Seek wise counsel

Evaluate expenses for retirement

• Develop strategy for addressing monthly expenses – household, travel, healthcare needs
• Implement long term care strategy

Develop “tax efficient” income strategy

• Coordinate income from all sources – spouse, social security, pensions, investments

Develop strategy for aging parents

Consolidate assets

• 401(k) rollover options
• Pursue roth conversion,as applicable
• Rachett down investment risks

Reconfirm beneficiary designations on retirement accounts & insurance policies