Commonly upon retirement or separation from service, these investors will rollover their retirement accounts to their own Individual Retirement Account (IRA) or Roth IRA for more control. When planning for retirement, it can also be difficult to make decisions on Social Security and pensions.
- Do you know the difference between a Roth IRA and a Traditional IRA?
- Do you know your social security payouts and the the best time to start taking your social security benefit?
- Do you have a pension you can tap into upon retirement? If so, there are several payout options. Do you know what the best option is for you and your family?
- With people living longer, they are subject to longevity risk. Do you know how long your money will last in retirement?
