While acknowledging that there are some things we can’t control like global macroeconomics and geopolitical events, Alan points to the things we can control on our journey to and through retirement.  These include auditing our beneficiaries, making the most of a health savings account if eligible, and leveraging your RMD.  He also notes changes in strategies after age 50 in areas such as your risk, tracking down old accounts, and Social Security pre-strategies.  Alan then points out some surprises retirees and pre-retirees encounter including inflation, expenses, and cash flow.

You can reach Alan Kifer at 800-779-3319.

Top Gun Financial Planning

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