Attorney-CPA Joe Cordell and co-host Jill Enders visit with Todd Oetken, Financial Advisor and Certified Financial Planner for R.W. Baird about how to prepare for retirement in the final five years of your career.
The final five years before retirement might seem inconsequential, but they are arguably the most important as many of the decisions made during this stretch are not easily alterable. Mr. Oetken discusses the factors determining how much is needed for retirement, whether to avoid applying for Social Security benefits too early, how to project retirement outcomes, how to learn more about final contributions to retirement plans, and more.
To learn more about planning for the final five years before retirement, read this article: https://www.kiplinger.com/retirement/retirement-planning/603215/retiring-in-the-next-5-years-make-these-five-decisions-now
If you need help planning for these critical years, it might be a good idea to talk to an estate planning attorney. Get in touch with TuckerAllen to learn how they can help.