Getting ready for retirement? Before you can cross that bridge, you’ll need to cross some important items off your to-do list. But thanks to our work together, you might be more prepared than you think! This handy checklist of crucial steps can help you visualize how far you’ve come.
Nice! You're steps closer to retirement readiness.
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THERE’S AN EARLY RETIREMENT MOVEMENT GOING ON: FINANCIAL INDEPENDENCE, RETIRE EARLY (FIRE), AN EFFORT AMONG MILLENNIALS IN PARTICULAR TO SAVE AGGRESSIVELY IN ORDER TO RETIRE EARLY OR PURSUE OTHER CAREER OR HOBBY INTERESTS.
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When saving for retirement, it often makes sense to contribute to employer-sponsored retirement plans to take advantage of any available employer match opportunities. However, not everyone has access to an employer-sponsored plan. Even if you do, there are reasons you may want to consider using Traditional and/or Roth IRAs to supplement your retirement savings. There are important differences between the two types of accounts.[i] Understanding the potential benefits and drawbacks of each type of IRA can help you make more informed decisions.
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