Fred looks at moves to strongly consider when you’re still working but getting closer to that retirement date.  He includes taking advantage of catch-up contributions, looking into a health savings account, and reviewing the asset allocation.  Fred also runs down some of the ways retirement can be more expensive than we think.  In the Stump the Guru segment, Fred admitted to slightly being “stumped” because he had to do some research in answering a question about whether to replace an older annuity with a new one.  That person gets a gift from Fred.  You can submit your question at www.moneymattersusa.net.  Just click podcast and the dropdown for Stump the Guru.

You can reach Fred Saide by calling 800-593-8188.

Money Matters USA

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