Retirement may be only a few years away - but having money saved is not the same as having a retirement plan. Using Charleston music superstar Darius Rucker’s retirement timeline as a starting point, Abe explains what to address during the crucial final years before leaving work. Learn why this window may offer opportunities for Roth conversions and enhanced catch-up contributions, how today’s income can affect future Medicare premiums, and why your investments need clear jobs across growth, income and protection. Abe also shares how a comprehensive retirement roadmap can help coordinate taxes, healthcare, income, investments and legacy so you can move from saving for retirement to enjoying it.

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