Have you left any retirement money on the table?

The average person these days has held up to 12 jobs before retiring.  That can add up to a lot of retirement and/or pension accounts!  Do you remember what you did with the money?  It’s estimated there are nearly 30 million lost accounts with more than $1.5 trillion in assets!  On today’s Countdown to Retirement, Gregg MacInnis explains how he can help track that money down.

For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com

https://gmacfamilyfinancial.com/

Have you left any retirement money on the table?
The average person these days has held up to 12 jobs before retiring.  That can add up to a lot of retirement and/or pension accounts!  Do you remember what you did with the money?  It’s estimated there are nearly 30 million lost accounts with more than $1.5 trillion in assets!  On today’s Countdown to Retirement, Gregg MacInnis explains how he can help track that money down.
For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com
<a href="https://gmacfamilyfinancial.com/">https://gmacfamilyfinancial.com/</a>

Gregg MacInnis, Owner and President of Gmac Family Financial, joins you on Countdown to Retirement to offer up innovative financial strategies, solutions, security, and overall financial health. Listen as Gregg talks about his passion to serve his community and break down financial planning for your retirement.

Countdown to Retirement with Gregg MacInnis

Do you remember what you did with retirement accounts or pensions from a former employer?

Have you left any retirement money on the table?

Can I Retire This Year?

It’s one of the biggest questions that people ask when they hit their 60s – can I retire this year?  But answering takes a thorough examination of your assets.  In this episode of Countdown to Retirement, Gregg MacInnis explains what boxes he checks off to determine whether it’s possible and touches on how he helps the transition from a saving mindset to spending comfortably in retirement.

For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com

https://gmacfamilyfinancial.com/

Can I Retire This Year?
It&rsquo;s one of the biggest questions that people ask when they hit their 60s &ndash; can I retire this year?&nbsp; But answering takes a thorough examination of your assets.&nbsp; In this episode of Countdown to Retirement, Gregg MacInnis explains what boxes he checks off to determine whether it&rsquo;s possible and touches on how he helps the transition from a saving mindset to spending comfortably in retirement.
For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com
<a href="https://gmacfamilyfinancial.com/">https://gmacfamilyfinancial.com/</a>

It’s one of the biggest questions that people ask when they hit their 60s – “Can I retire this year?”  But answering takes a thorough examination of your assets.  In this episode of Countdown to Retirement, Gregg MacInnis explains what boxes he checks off to determine whether it’s possible and touches on how he helps the transition from a saving mindset to spending comfortably in retirement.

Can I Retire This Year?

When It Comes to Social Security, Don't Panic - Plan It

Within ten years, Social Security's Trust Fund is expected to run dry.  If Congress does nothing, benefits could be cut as much as 20 percent.  No wonder so many are claiming Social Security early at age 62 even though that leads to lower monthly checks.  In this episode of Countdown to Retirement, Gregg MacInnis explains strategies you can use to help off a possible shortfall and maximize benefits.

For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com

https://gmacfamilyfinancial.com/

When It Comes to Social Security, Don't Panic - Plan It
Within ten years, Social Security's Trust Fund is expected to run dry.&nbsp; If Congress does nothing, benefits could be cut as much as 20 percent.&nbsp; No wonder so many are claiming Social Security early at age 62 even though that leads to lower monthly checks.&nbsp; In this episode of Countdown to Retirement, Gregg MacInnis explains strategies you can use to help off a possible shortfall and maximize benefits.
For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com
<a href="https://gmacfamilyfinancial.com/">https://gmacfamilyfinancial.com/</a>

Within ten years, Social Security's Trust Fund is expected to run dry.  If Congress does nothing, benefits could be cut as much as 20 percent.  No wonder so many are claiming Social Security early at age 62 even though that leads to lower monthly checks.  In this episode of Countdown to Retirement, Gregg MacInnis explains strategies you can use to help off a possible shortfall and maximize benefits.

When It Comes to Social Security, Don’t Panic – Plan It

When Should You Make the Move to a Roth Conversion?

The most thrilling part of a horse race is the homestretch when you need to make your move before the finish line.  It’s like taxes in retirement.  In this episode of Countdown to Retirement, Gregg MacInnis talks about the advantages of a Roth conversion in which you pay taxes now and withdraw the money tax-free later.  And even more important, when to make that move.

For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com

https://gmacfamilyfinancial.com/

When Should You Make the Move to a Roth Conversion?
The most thrilling part of a horse race is the homestretch when you need to make your move before the finish line.&nbsp; It&rsquo;s like taxes in retirement.&nbsp; In this episode of Countdown to Retirement, Gregg MacInnis talks about the advantages of a Roth conversion in which you pay taxes now and withdraw the money tax-free later.&nbsp; And even more important, when to make that move.
For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com
<a href="https://gmacfamilyfinancial.com/">https://gmacfamilyfinancial.com/</a>

The most thrilling part of a horse race is the homestretch when you need to make your move before the finish line.  It’s like taxes in retirement.  In this episode of Countdown to Retirement, Gregg MacInnis talks about the advantages of a Roth conversion in which you pay taxes now and withdraw the money tax-free later.  And even more important, when to make that move.

Have you left any retirement money on the table?

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