Retirement Planning Timeline - February 2024

Have YOU completed your Retirement Checklist? Watch and listen as Matt discusses the essential items to consider and important steps to take as you approach retirement! During the webinar we cover the following:
• How should I prepare for retirement in 2 to 5 years?
• How should I prepare for retirement in less than one year?
• Safe withdrawal rate in retirement… Is 3% the new 4%?
• Should you consider the lump-sum or annuity option?
• Could one bad year in the stock market delay your retirement?
• How should you prepare your investment portfolio for retirement distributions?
We hope this webinar is of help as you consider how and when to retire. As always, please do not hesitate to reach out with any questions or comments!
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call us: 281-612-3304