Want to do a Roth IRA conversion but avoid the penalties? Follow these simple rules and you won’t pay a10% penalty on distributions from a Roth conversion.
Can I retire yet?
Learn how to prepare for the retirement of your dreams with my FREE Retirement Mastery Toolkit!
Dying broke is not an option… but neither is sacrificing quality of life
Are you ready to retire and wondering “Can I retire yet?” Do you worry about preparing for retirement and maximizing your retirement plan with ultimate “money confidence?”
Maybe you worry about spending too much in retirement . . . or maybe living too little?
My mission with RetireWire is to teach you the tools, tips, and tactics professional financial planners use to squeeze every last dime from their finances, because dying broke is not an option . . . but neither is sacrificing quality of life!
READY
#1 How to Prepare for Retirement
GET READY...
The first step in preparing for retirement is getting ready by arming yourself with basic retirement, tax, estate, investing, credit, debt and insurance knowledge. These financial factors all play into step two—the retirement planning phase.
SET
#2 Can I Retire Yet?
GET SET...
The second step in preparing for retirement is getting set by building a comprehensive retirement plan using the knowledge you've gained. Ben Franklin once said "If you fail to plan, you're planning to fail!" This is the MOST important step.
RETIRE!
#3 Ready to retire now?
RETIRE!
The third step in preparing for retirement is to "practice retirement" BEFORE you actually retire! It sounds weird I know, but practicing retirement will help ensure you're plan is solid . . . and I'll teach you how!
Are you wondering “can i Retire Yet?
Do you worry about . . .
- How can I maximize Social Security benefits?
- How do I create a retirement income paycheck?
- What happens to my loved ones if I die?
- Should I convert my IRA’s to Roth, and how much?
- Do I need long term care insurance?
- Will I run out of money if I…?
- Will I leave TOO MUCH MONEY behind when I die?
- Should I get a reverse mortgage?
From The Blog
Pre-Retirement Checklist
This pre-retirement checklist breaks down the 3 key steps you should follow in order to make sure you’re truly ready to retire with confidence.
What Does A Financial Advisor Do?
What comes to mind when you think of hiring a financial advisor? Stress and anxiety or peace and confidence? And what does a financial advisor do anyway? The best financial advisors don’t hide behind a desk playing games or checking social media. Maybe some...
