2025 Checklist

28/11/2025 51 min
2025 Checklist

Listen "2025 Checklist "

Episode Synopsis

Alan reminds us of things to check off the list for 2025 including required minimum distributions, qualified charitable distributions, Roth conversions, and maxing out that 401(k).  He discusses strategies to build in guaranteed retirement income to help ease that fear of running out of money and then moves into good “catch-up” opportunities for those who may have started a little late in retirement saving. Reach Alan at 800-779-3319. Top Gun Financial Planning www.alankifer.com  Support the show: https://www.alankifer.com/See omnystudio.com/listener for privacy information.