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The retirement transition window is a period of time for every citizen or resident of this country, between the ages of 62 and 67 years old.
During this time, individuals need to make crucial decisions with regards to the way they manage their wealth and the way they manage their health.
In terms of wealth, individuals move from their productive years into their retirement years. In most cases, retiring employees must move from a corporate or institutional retirement plan like a 401(k) or 403(b) into an individual retirement account or IRA.
In terms of their health, individuals need to move from some of group health plan or an individual health policy under the Affordable Care Act into the Medicare world.
In both instances, individuals must confront crucial decisions that will substantially impact their finances and lifestyle for the rest of their lives.
What we do, is to guide you and help you analyze the multiple options that you have available and to help you visualize the risks associated with making the wrong decision.
Please contact us at your earliest convenience so that we can start helping you in your Retirement Transition Window as soon as possible.
We can help you:
- Review your Life insurance polices.
- Understand your Medicare Options.
- Reassess all your retirement accounts.
- Create/Update your Last Will and Testament.