Retirement Planning

  1. Pre-Retirement Transition Planning
    1. Catch-Up Contribution Strategies
      1. Age 50+ Contribution Limits
        1. Maximizing Contributions
          1. Tax Benefits
          2. Account Consolidation
            1. IRA Rollovers
              1. 401(k) Consolidation
                1. Fee Reduction
                  1. Simplified Management
                  2. Retirement Budget Creation
                    1. Income Projections
                      1. Expense Estimates
                        1. Lifestyle Adjustments
                          1. Contingency Planning
                          2. Portfolio De-Risking
                            1. Asset Allocation Shifts
                              1. Volatility Reduction
                                1. Cash Reserve Building
                                  1. Bond Ladder Construction
                                  2. Social Security Decision Making
                                    1. Claiming Age Analysis
                                      1. Spousal Coordination
                                        1. Tax Implications
                                        2. Medicare Enrollment
                                          1. Initial Enrollment Period
                                            1. Special Enrollment Periods
                                              1. Late Enrollment Penalties
                                                1. Plan Selection
                                                2. Income Bridge Strategies
                                                  1. Early Retirement Funding
                                                    1. Social Security Delay Tactics
                                                      1. Healthcare Coverage Gap

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                                                    7. Risk Management in Retirement

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                                                    9. Retirement Income Management