Spring Clean Your Retirement Plan: Part II

Retirement Roadmap

We explore strategies for optimizing your retirement plan with timely adjustments that can significantly impact your financial future. Spring cleaning your retirement plan involves reviewing multiple interconnected elements that work together to help secure your financial well-being.
• Roth conversion strategies while taxes are potentially at historic lows
• Evaluating tax brackets and timing conversions for maximum effectiveness
• Creating a comprehensive withdrawal strategy beyond Social Security
• Planning for healthcare costs averaging $300,000 per retired couple
• Understanding the 6% inflation rate on healthcare expenses
• Reviewing estate planning documents for state-specific compliance
• Checking beneficiary designations that override will provisions
• Reconsidering retirement timing based on current financial position
• Exploring phased retirement options for financial and emotional benefits
• Preparing psychologically for the transition to retirement
• Working with a holistic retirement planner to coordinate all aspects
Visit masterplanretire.com to schedule a complimentary consultation or call 770-980-9262 to start creating your comprehensive retirement roadmap.

Have a topic or question you'd like Mark and Evan to address in a future episode? Email us at [email protected] or call 770-980-9262.
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Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants. The aforementioned are affiliated companies.
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Chapters

1. Roth Conversion Strategies (00:00:00)

2. Creating Your Retirement Withdrawal Plan (00:05:27)

3. Planning for Healthcare Costs (00:08:50)

4. Estate Planning Essentials (00:13:50)

5. Reevaluating Your Retirement Age (00:17:56)

6. Transitioning Successfully to Retirement (00:23:12)