Through The Pines Ep. 12 - Financial Considerations in Your 60s

Through The Pines Ep. 12 - Financial Considerations in Your 60s

Our financial wizards this week include Rex Baxter, Brandyn Smith, and Dan Nelsen with planwithbaxter.com

Topics:

- I’m 60, do I still need life insurance?
- I’m 60 do I need disability insurance?
- When should I take Social Security
- Will Social Security be there?
- How do I transition my income from working to retirement income?
- In-service distributions. ( I know we mentioned it in the 50’s, but I think anyone in their 60’s should be reminded of it)
- Roth Conversions.
- More…

Contact Info: planwithbaxter.com: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/

Through the Pines - Reminding you to use yesterday’s dollars to finance tomorrow’s dreams