Pre-Retirement Strategies Presented by Carlos Henriques, CFP®
This event is exclusively for AdviceOne clients
Join us as we help you explore things to think about before you retire.
Topics Include:
- How money in your 401(k) can work for you
- Pension decisions - Should you take the lump sum or the monthly annuity?
- Say yes to Backdoor Roth IRA/ Mega Backdoor Roth 401(k)!
- Deciding it's time to retire
- Taking advantage of company stock
- Maximizing charitable gifts
- When to downsize; where real estate is heading
- Tax-efficient withdrawal strategies and your tax bracket
- Green curve planning: the importance of age 63 and 73 vis-à-vis Roth decisions