Pre-Retirement (Age 55-64)

Pre-Retirement Phase (Age 55-64)

Financial Planning

Review and Update Financial Plan
Cash Flow Analysis
Re-Evaluate Investment Risk Profile

Retirement Planning

Income Strategies
Social Security Analysis
Pension Installment Payment vs. Lump Sum Analysis

Tax Planning

Tax Return Review
Roth Conversion Opportunities

Estate Planning

Review Current Estate Plan
Review Beneficiary Designations