Gen X Retirement Planning: Are You Closer Than You Think?
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim focus on Gen Xers and those nearing retirement, emphasizing why it’s never too early or too late to start planning. They cover the importance of contributing to retirement accounts, maximizing employer matches, and taking advantage of tax strategies like Roth contributions and conversions. They also discuss adjusting risk as retirement approaches, stress-testing your portfolio, and how small, consistent steps today can help support long-term financial stability and flexibility. Connect with Haven Financial Group on…
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