In today's episode, we dive into pre-retirement planning and the crucial steps to ensure a worry-free retirement. Watch to learn more about:
- the risk profile of the pre-retirement window.
- maximizing retirement benefits by examining your company's retirement package.
- the pros and cons of rolling over a 401(k) into an IRA.
- improving your pre-retirement budget and taxes.
- stress testing your portfolio.
- accurately calculating income in retirement.
- managing debt in your retirement plan.
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