![]() ![]() Doing a careful examination of your strategy 2 to 3 years before you retire gives you some time to make corrections or changes if needed. ![]() Can you offer us some tips on possible fee-based advisers to talk with and give us an idea of what we should expect to pay for their services?Īnswer: Kudos to thinking sensibly about your retirement. We plan to draw Social Security too, but not immediately. ![]() We have a small traditional pension and pension-funded healthcare, including some savings in TSP, 401(k)s, and Roth and regular IRA accounts. We would like to do a fee-based review of our current situation and then explore several possible asset allocations and spend-down plans to synchronize with three 10-year “retirement windows,” from 2025-2035, 2035-20 and out. Question: My wife and I are approaching retirement in 2 to 3 years, and we’re nearing the end of our accumulation phase. ![]()
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