Kristina discusses important considerations for individuals who are five years away from retirement. She covers topics such as financial preparedness, debt management, healthcare planning, social security maximization, estate planning, and lifestyle goals in retirement. Kristina also emphasizes the importance of updating estate plans regularly, considering tax implications, and communicating with loved ones about digital assets.

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

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Kristina discusses the topic of Roth conversions and whether they make sense for individuals. They explore the differences between Roth contributions and conversions, the tax implications of conversions, and the potential benefits for estate planning. Kristina also discusses the challenges that Baby Boomers face in retirement, including the lack of pensions and low retirement savings.

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

See omnystudio.com/listener for privacy information.

Kristina discusses the five basic steps to retirement planning: income planning, expense management, investment management, healthcare and long-term care planning, and estate planning. She emphasizes the importance of following these steps to create a solid foundation for retirement. Kristina also explores various income options in retirement, including Social Security, pensions, annuities, real estate, options contracts, and limited partnerships.

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

See omnystudio.com/listener for privacy information.