 So retirement is only a distant dream, and right now you have other priorities. So retirement is not so distant anymore, but you haven't saved nearly enough. Either way, now is the time to get started. I can help you develop a strategy to prepare for your unique vision of retirement. A retirement that may be as long as your career. Here are a few things to think about: Envisioning Your Retirement What do you want your retirement to be—a time to relax or a time to do the things you've been yearning to do your entire life? Allocating Assets Across Tax Baskets Perhaps just as important as allocating assets across investment categories is allocating them among tax "baskets." Roth IRA Conversion Are you maximizing the new tax advantages of your retirement savings? |