Luke 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. Luke 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 Duell Financial Strategies by calling 866-203-7486.