Kelley looks at the issues that will present themselves in the future with tax-deferred retirement savings and offers some solutions.  Challenges you could potentially face include snowballing required minimum distributions, possible higher Medicare premiums, and a tax burden on your heirs.  Solutions presented include shifting savings from pre-tax to Roth and considering Roth conversions.  She also talks about retirement regrets to avoid and how to make sure you can enjoy the lifestyle you want and then breaks down how interest rate hikes could be an additional challenge in your retirement planning.

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

California Wealth Advisors

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