Ed covers strategies to implement when in the financial red zone which is five to ten years away from retirement.  These include looking at funding your 401(k) to the max, rethinking your 401(k) assignments, and looking at traditional and Roth IRAs.  He offers good tax considerations for the end of the year such as the clean vehicle tax credit, taxes and children, charitable contributions, health accounts, and tax harvesting.  Then Ed moves into delicate ways to approach your parents in starting a conversation about money and retirement.

You can reach Ed and the team by calling 800-563-7030.

The Wealth Training Academy

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