Financial strategy for pre-retirement
The years leading up to retirement are one of the most critical windows in financial planning, offering opportunities to maximize savings, reduce future tax burdens, and position your portfolio for what comes next. From Roth conversions and catch-up contributions to Social Security timing and healthcare planning, the decisions you make now can have a lasting impact on retirement readiness. Read on to learn how a coordinated pre-retirement strategy can help you make the most of the time you still have.
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