8 Questions to Stress-Test Your Retirement Plan

Thinking about retiring?
Answer these questions first!
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Do you have a plan? Does your plan create a lifetime sustainable income? Is your plan stress-tested against the potential of you outliving your money? Does your plan integrate Social Security, Medicare health insurance, and the possibility of a longer-than-expected lifespan? Does your plan consider future income tax rates, which could be significantly higher in your retirement years? Have you thought about a Roth conversion?
Lastly, has your current financial advisor asked you any or all of these questions?

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Eight Questions to Stress Test Your Retirement Plan
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