Financial Planning for 2024: Retiring in the New Year (Part 2)

Unlocking Your Financial Future

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11M ago 17:49

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If you’re hoping to start your retirement journey in 2024, there are some key things you need to start thinking about in order to properly prepare. In today’s episode, Dan Oaklief, RICP®, CPFA® is back to share some advice for those who plan on retiring in the new year. After discussing key year-end planning strategies for 2023 in our last episode, today’s conversation is all about the crucial steps to take to six to nine months before your desired retirement date.

Here’s some of what we discuss in this episode:

What Social Security decisions need to be considered in the planning process?
Evaluating pension options and finding the best one for your situation
Knowing the location and tax structure of your assets, including 401(k), IRAs, and Roth accounts
What factors should be considered in budgeting for retirement?
Strategically generating income streams in retirement with the help of a financial professional

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