Brennan Kim fills in for Paul. Brennan is part of the team of All-Star Advisors at Roberts Wealth Management.  He discusses reasons why some may decide to or need to delay their retirement start date.  Reasons include having not saved enough, not accounting for taxes, relying exclusively on Social Security, and sequence of returns risk.  He also goes over some last-minute financial moves you can consider before launching your retirement.  Those include reducing portfolio risk, maximizing 401(k) contributions, planning your Social Security and Medicare strategies, and exploring long-term care protection options.  Brennan then shows how we need to factor in longevity to avoid some risks that can come with that including too much risk, outdated withdrawal strategies, and improper rollovers.

You can reach the team at Roberts Wealth Management by calling 800-861-8680.

Roberts Wealth Management

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