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Nancy is a professional woman, never married, approaching retirement. She would say that she knows enough to get herself in trouble. She began working with us during the stock market downturn of 2000-2002, when her confidence was shaken and she decided she wanted a plan of action for reaching her goals.
She contributes to her current employer’s 403b plan, as well as a Roth IRA. She has rolled over and consolidated two former employers’ 401ks to an IRA. Her home is nearly paid off and she is building up an emergency fund at her bank.
When Nancy retires, her only fixed income will be Social Security benefits. Her other retirement income will be drawn from her investments, so it is important for these to be well-managed and distributed in a tax efficient way.
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