Life Stage: Retirement

If you’ve planned well so far, you can retire at a reasonable age with a balanced portfolio and enough of a nest egg to live well without drawing down your principal. You can drop out of the rat race with enough confidence to tackle those things you’ve always wanted to do…like work on your short game. But retirement can be complicated.

Here are some of the concerns worth talking about at this life stage:

• Using social security
• Activating Medicare
• Living off your assets
• Controlling expenses
• Reviewing investments
• Taking IRA distributions
• Downsizing a home

Interested in learning more? Call McRae Capital to set up a free consultation today, at (973) 387-1080.