Five retirement decisions and why timing matters.
If you are three to five years from retirement, you can find a reasonably clear answer to almost any individual retirement question.
The harder question is how those decisions affect each other.
This guide covers five of the decisions that matter most in the years immediately before and after retirement. It looks at when each decision needs to be made, what it affects, and how it can change the decisions that follow.
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Inside the guide
- When work actually ends, and how that date affects the years that follow.
- Where the money comes from between the last paycheck and the first guaranteed income payment, and why the account it comes from matters.
- When Social Security begins, including what that decision does to the lower-income years that may be available for other planning.
- Which accounts you use, when you pay the tax, and how Roth conversions fit into the same decision.
- What the portfolio needs to fund during the first several years of retirement and how that affects the way it should be positioned.
Five retirement decisions that make more sense when you look at them together.
