Retirement Vulnerabilities: A Listener's Concern
Update: 2025-12-10
Description
A listener, a wife and mother, has a strong financial foundation with a paid-off home and significant IRAs. Shes contributing to a 401(k) and her husbands pension. However, there are potential vulnerabilities to consider. The pensions survivorship benefits, cost-of-living adjustments, and tax implications post-retirement are crucial factors. She should also think about Roth conversions and long-term care insurance. The biggest risks are market downturns and unexpected health issues. She should also consider when to claim Social Security for maximum benefits.
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