10 Important Suggestions

  1. Ask about Long Term Care Insurance, its cost and appropriateness for you
  2. Review your investment allocation and performance (TDA and others)
  3. Evaluate and perhaps reallocate outstanding debt
  4. Inquire about Tax-Free investments
  5. Review beneficiary designations in light of life cycle changes i.e. births, deaths etc.
  6. Revisit idle dollars and look into other opportunities
  7. Remember to set up Required Minimum Distributions (RMD) at age 70 1/2
  8. Establish a plan for RMD funds
  9. Find out if ROTH Conversions will work for you
  10. Consider 529 Education Plans for children and grandchildren

 

 

Ira Bernstein, Registered Representative offering securities through American Portfolios Financial Services, Inc. Ira Bernstein and Associates are not affiliated with APFS.