The biggest threats to your retirement plan may be the boring details you’ve been ignoring.

This episode explores the “grab bars” of retirement planning, including beneficiary reviews, Roth conversions, account coordination, healthcare planning, and long-term care strategies. Charles Winfrey also breaks down the Social Security claiming debate, explaining why the mathematically optimal answer is not always the best personal decision. Plus, a look at why annuities are back in the spotlight, how guaranteed income fits into a retirement strategy, and why every financial tool should have a specific job. Learn how coordinating taxes, income, investments, healthcare, and estate planning can help create a more complete retirement plan.

Hear The Tax Smart Retirement show every Sunday at 6am WAMJ 107.5/97.5 Powered by The Rollover Company.

For more information and to schedule a complimentary consultation with Charles Winfrey, visit www.Rollovercompany.com.