• Consider doing Roth conversions if you are in the right tax situation and have other liquid assets to pay the taxes.
• Social Security is in trouble but unlikely to go away completely; it is important to be proactive and make informed decisions about when to start taking benefits.
• Have a mid-year financial checkup to re-evaluate retirement contributions, withholding amounts, investment allocations, and estate plans. 

Schedule your Complimentary Retirement Review NOW! Call Steve at 508-544-0560!