Kelley defines the retirement income replacement rate and looks at what needs to be considered in building income for your retirement.  This includes determining how much income you will need compared to your pre-retirement income, how much you earn, how much you save, when you will retire, your tax rates, and what Social Security covers.  She also looks at tax strategies that can help you presently and in the future.  This includes tradition 401(k) and IRA saving strategies as well as Roth.  Then she discusses a growing trend of working in retirement in explaining why more people are choosing to in some form or fashion and what should be considered when making that choice.

You can reach Kelley Slaught by calling 800-810-8060.

California Wealth Advisors

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