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Retirement Roadblock: Inflation Risk video tutorial

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Explore Financial Group: Let's plan the next 30 years!
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Retirement Roadblocks: 7 Financial Risks to Avoid logo

In my years helping retirees and pre-retirees navigate the twists and turns of their retirement journey, experience has taught me that most retirees will face a few, if not all, of these seven major roadblocks in retirement. And because those roadblocks could potentially expose your retirement to unnecessary danger, I often refer to them as financial risks. The good news is that the sooner you are aware of these potential risks, the sooner we can help implement strategies to help avoid them.

So, what are the seven financial risks retirees could face in retirement?

Please click on the links above to learn more about that risk and how it could impact your retirement.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Describes how Roth accounts can generate tax-free retirement income.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

How much Disability Income Insurance do you need?

This calculator can help you determine whether you should consider converting to a Roth IRA.

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