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When most people think about retirement planning, they focus heavily on the years leading up to retirement, often called the retirement red zone. While preparing for retirement is important, what many people overlook is that the first five years after you retire may be even more critical to your long-term financial success.

When it comes to retirement planning, Roth conversions are one of the most talked about strategies, but with all that attention comes a fair amount of confusion. Read/watch this blog to learn the truth about Roth conversions

When planning for retirement, most people focus on saving and investing. However, there is a critical piece that often gets overlooked and it can have a major impact on your financial future. It is called the Required Minimum Distribution (RMD). It is also known in the industry as the “retirement tax torpedo!”

Click the Image Above to Watch a Short, Important Message Retirement is one of life’s biggest transitions. It involves moving from earning a paycheck to creating your own income stream. Whether you are nearing retirement or already living it, having a clear picture of your financial future is critical. At Strategic Retirement Solutions we use a simple but powerful framework to help guide that process. We call this framework, SITE. This acronym stands for: Social Security In

Risk Tolerance is someone’s personal attitude about investment risk, e.g., how comfortable someone is with dramatic losses in their investment portfolio when the stock market goes negative.

Protect IRA Assets from Your Children’s Poor Decisions. More and more wealth over the coming years will transfer between generations as our population ages.

Risk Tolerance is someone’s personal attitude about investment risk, e.g., how comfortable someone is with dramatic losses in their investment portfolio when the stock market goes negative.