Professionals’ Retirement Exit Plan (or PREP Talk) is geared towards professionals in their 50s or 60s who want to have a gameplan as they head towards the retirement runway. We can tailor our talks towards any industry or firm, but we typically will speak on topics such as:
- When can I safely retire and how much do I need?
- What kind of portfolio return will I need to replace my employment income?
- How to have a happy transition into retirement
- Lifestyle planning- Half the money and twice the spouse…now what?
- When should I consider taking Social Security?
- Should I rollover my 401k/403b/457a plan?
- Distribution planning- What can my withdrawal rate be and how do I minimize my taxes?
- Concentrated stock options- what’s the best way to handle them?
- Healthcare, long-term care insurance and costs during retirement
