Retirement planning underwent some major changes recently –are you still on track?

A new year means new tax numbers. Retirement planning has seen some major changes over the last 3 years, and it’s likely you will need to revise your plan. Do you know if you are truly ready to retire? Today I update the readiness tests that predict how happy your retirement will be. Topics include:

• Passing the linear cash flow model
• Testing your portfolio for major market corrections & retesting risk tolerance
• What accounts do you draw from first?
• Three years worth of safe money
• Monte Carlo simulation
• Long term care planning
• Practicing a happy retirement

 

Please join Rob Black and I for our Retirement Income and Tax Planning Seminar at the Palo Alto Elks Lodge on Thursday, February 6th. Click HERE to sign up!

Email your money question to [e-mail] , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.