Alan goes on the hot seat guessing the top answers from participants in a 2023 EBRI Employee Benefit Research Institute retirement confidence survey.  We cite results on concerns of pre-retirees and retirees in their comfort level on reaching retirement and living comfortably in retirement.  Alan moves into strategies to consider in the financial red zone, 5-10 years from retirement.  He then discusses the advantages to consider when looking at the Roth IRA option.

You can reach Alan Cantrell by calling 479-935-9767.

Retirement Strategies Group of Northwest Arkansas