Approaching Retirement?
Make Sure Your Portfolio Is Ready for Its Next Job.

A practical field guide for professionals 5–10 years from retirement who want clarity around retirement income, taxes, and investment strategy.

You spent decades building your savings.
This guide helps you prepare those assets to support the life you want to live.

What this guide covers:

  • Clarifying your retirement vision — income needs, lifestyle spending, and timeline

  • Evaluating your Social Security options and the income gap your portfolio must fill

  • Reviewing your investment portfolio for the shift from accumulation to income

  • Identifying Roth conversion and tax bracket opportunities before retirement

  • Planning for healthcare, Medicare, and long-term care costs

  • Designing a withdrawal strategy that makes your money last

  • A Retirement Transition Scorecard to assess where you stand today

Field Guide to Check Your Retirement Transition Readiness

A practical checklist to help evaluate where your retirement plan stands today.

This material is provided for educational purposes only and should not be considered personalized investment advice.