Kelley explains what should be considered in formulating your retirement plan including knowing your vision, your day-to-day expenses, reviewing your assets, your risk, and your potential tax liability.  The conversation then moves to options available with your old 401(k) and mistakes to avoid helping to make sure you don’t run out of money in retirement.

You can reach Kelley Slaught by calling 800-810-8060.

California Wealth Advisors