• Consider doing a Roth conversion before the expiration of the Trump tax cuts to take advantage of lower tax rates now.
• Plan for tax-free income in retirement by strategically converting a portion of your retirement nest egg to a Roth IRA.
• Be proactive in preparing for potential changes to Social Security by creating a retirement plan that takes into account the possible reduction in benefits.
• Diversify and protect your investment portfolio to mitigate the impact of market bubbles and potential market downturns.
• Factor in location, cost of living, and healthcare costs when planning for retirement to ensure your savings last throughout your retirement years.

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