- Client Profile: A couple in their 50s looking to plan for retirement in the next 10-15 years.
- Challenges: They wanted to ensure they could maintain their current lifestyle while planning for healthcare expenses and legacy planning.
- Solution: You crafted a comprehensive retirement plan that incorporated 401(k) rollovers, a Roth IRA, pension strategies, and investment in annuities to create a steady income stream during retirement.
- Results: The couple now has a clear roadmap for retirement, diversified investments, and tax-optimized strategies that ensure financial security.
- Key Takeaway: A holistic retirement strategy aligned with the couple’s long-term lifestyle goals
