Kelley discusses the top answers from participants in a 2023 EBRI Employee Benefit Research Institute retirement confidence survey.  She cites results on concerns of pre-retirees and retirees in their comfort level on reaching retirement and living comfortably in retirement.  Kelley moves into strategies to consider in the financial red zone, 5-10 years from retirement.  She then discusses the advantages to consider when looking at the Roth IRA option.

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

California Wealth Advisors

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