Alan reminds us of things to check off the list for 2025 including required minimum distributions, qualified charitable distributions, Roth conversions, and maxing out that 401(k).  He discusses strategies to build in guaranteed retirement income to help ease that fear of running out of money and then moves into good “catch-up” opportunities for those who may have started a little late in retirement saving.

Reach Alan at 800-779-3319.

Top Gun Financial Planning

www.alankifer.com

 

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