Our client was roughly 2 years away from full retirement.
Our first action was to develop a cash flow plan for our client to help her maximize her social security and Roth contributions. We developed a savings plan so she would have two years of cash to live on between full retirement and the date she would begin claiming social security.
We are also helping her determine the appropriate pre-tax and Roth contributions ratio to ensure she builds out her tax buckets and is well prepared for the upcoming transition to retirement.
