What if the biggest threat to your retirement isn't the market, but a plan that hasn't been tested for the unexpected? Annetta Carter discusses how stress testing a retirement strategy can reveal the potential impact of Social Security reductions, inflation, market downturns, and healthcare needs before they become real-world challenges. She also explains why eliminating high-interest debt, creating multiple income sources, and understanding future taxable income may play an important role in retirement planning. Plus, learn key considerations surrounding Roth conversions and why having a clear purpose in retirement can be just as important as financial preparation.

Ready to connect with Annetta and begin building your retirement plan? Visit Magnolia to get started today!

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