Financial Decision Fatigue

There are lots of financial or financial related decisions to make in retirement and as one gets older.  Here are some of the items bullet pointed without discussion.

• Distribution of retirement funds:  Lump sum, annuity, NUA, rollover
• Age to start Social Security:  62 min, 67 FRA, 79 max
• Medicare options: Supplement, Advantage
• Tax Planning:  RMD, Roth Conversion, Gifts 
• Estate Planning: Trusts, Wills, POAs
• Insurance-Long Term Care, Life, Car, Homeowner, Umbrella
• Investment Strategies: Growth, Income, 

NUA-Net Unrealized Appreciation

FRA-Full Retirement Age

RMD-Required Minimum Distribution

POA-Power of Attorney

I always expect getting older would make thing easier.  NOT!

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This is not financial or aging advice. Please consult a professional advisor.

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