You’re almost there. The priorities in your life and portfolio have shifted, and it’s time to get serious.
If you are planning to retire in the next 1 to 3 years, your retirement plan strategy needs to change accordingly. While figuring out your income picture in retirement, you may need to shift from accumulation to distribution mode. Determining where to draw your income from first, and how to generate it are on the horizon. Establishing key dates for your retirement strategy is crucial, such as when you can start to draw from your retirement accounts, when you must draw from them, and all of the dates associated with Social Security.
Having a professional manage this process with you will help ensure you are on track and on time. Now is not the time to let things fall through the cracks. A complete plan re-evaluation, followed by professional portfolio management is the first step towards making the most of your retirement years.
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