Russ cites results of a 2023 EBRI Employee Benefit Research Institute results on concerns of pre-retirees and retirees in their comfort level on reaching retirement and living comfortably in retirement.  He then discusses the advantages to consider when looking at the Roth IRA option.  In a case study, Russ breaks down red flags he discovered in a couples’ strategies including high fees and too much risk.

You can reach Russ Hackmann by calling 617-674-2000.

Hackmann Wealth Partners

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