Safe Money Checklist: What Most Retirees Overlook Before Moving Their 401(k) скачать в хорошем качестве

Safe Money Checklist: What Most Retirees Overlook Before Moving Their 401(k)

If you’re approaching retirement, your “safe money” strategy matters more than you think. In this video, I walk through my Safe Money Checklist — a simple 5-step framework to help you protect and grow your savings in any market environment. We cover: • When (and why) to reposition accounts while interest rates are high • How to check CD and annuity maturity dates • Making sure your “safe” bucket is actually earning competitive yields • How to diversify as you get closer to retirement • When an income annuity may make sense to create predictable lifetime income Many retirees assume their conservative money is secure, but if rates fall or products mature at the wrong time, that income may not be as reliable as expected. Download the Safe Money Checklist here: 👉 https://docs.google.com/document/d/1m... If you’d like a personalized review of your situation, you can book a free strategy call here: 👉 https://api.leadconnectorhq.com/widge... — Somia Coaxum Insurance & Retirement Strategist Helping you protect what you’ve worked hard to build.