Retirement Readiness

Top 10 questions we help solve for.

• 1. Do I actually have enough to retire, or am I just hoping the number works?
• 2. What is the right retirement date for my situation, and what changes if I retire a few years earlier or later?
• 3. How do I cover healthcare costs for the years between retirement and Medicare at 65?
• 4. Which accounts do I draw from first, and in what order, to keep taxes low over a 30-year retirement?
• 5. When should I claim Social Security, and how does the decision change if my spouse has a different earnings history?
• 6. Should I do Roth conversions in the gap years before Social Security starts, and how much makes sense?
• 7. What does a bad market in the first few years of retirement actually do to how long my money lasts?
• 8. How much can I realistically spend each year without running out of money?
• 9. What happens to the plan if I live into my 90s, or if one of us passes much earlier than expected?
• 10. How does the plan stay current as markets shift, spending changes, and life does not go exactly as expected?