The transition from career to retirement can offer a welcome opportunity for retirees to follow their bliss. But it can also leave people adrift without their routines, social networks, and workplace identities. Here are several questions you can ask yourself to navigate the pitfalls and opportunities of retirement and create an ideal-for-you post-career life.
A friend of ours, Deborah, recently lost her husband after a long illness. During the weeks and months leading up to his passing, Deborah took care of Jim. It wasn’t until after the funeral that she gave much thought about what living alone would mean.
Read More
As you head into retirement, it’s a good idea to start thinking about how you plan to manage the tax consequences of accessing your nest egg. Instead of allowing IRS rules to be your default tax strategy, it may be worth looking at whether converting some part of your traditional IRA to a Roth IRA will allow you to come out ahead.
Read More