• Three things we all need from a retirement plan are protection, income, and growth. Charisse outlines how Zinnia Wealth addresses all three.  
• Plus: The 6 mistakes people make before retirement (and how to avoid them).

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Using your tax refund to lower your taxes in retirement. Are you a good candidate to move money from your IRA to a Roth?

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• Want to retire early? How do you fill the income gap if you want to wait on Social Security?
• We found another crazy retirement rule. Does it work?
• Putting your tax refund to work to lower your taxes in retirement.
• In your 70s is not too late to talk about estate planning.

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Wall Street has always loved a mix of 60% stocks and 40% bonds. Last year that design had one of it’s worst years ever. This year it’s performing better. Is 60/40 back?

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• Could your fear of the stock market paralyze you when it’s time to invest for growth?
• Is the Wall Street 60/40 portfolio working again?
• Making the adjustment from saving to spending.
• Escaping your old annuity.
• The joy of spending your kid’s inheritance.

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New laws and new ideas to limit your tax bill in retirement.

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• Market prediction for this summer: Down 3000 points! 
• Boomers pay 60% of Federal income taxes. Are you paying too much?
• The common “Are you kidding me?” moment in our Portfolio X-Ray.
• Changes this year with RMDs.
• Are you a good candidate for an IRA-to-Roth conversion?
• What is ESG investing?
• Planning for your money and your time in retirement. 

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Some things make psychological sense, some things make financial sense. Weighing out the idea of being mortgage-free in retirement.  

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• Will we see more banks fail?
• Social Security has more bad news about cutting back benefits.
• Should I pay off my house before retirement?
• If I have to write the IRS a check this year, did I do something wrong?
• The hard conversation of Long-Tern Care coverage.
• Retirement calculators: Can you trust them?

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With the NCAA Basketball Tournament wrapping up, we have a list of six things you should check off to complete your retirement. We call it the Slam Dunks of Retirement Planning.   

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