Planning for retirement at 67
Currently 63; how should I manage the below for retirement at 67
1. Rollover IRA – Total Acct Val $80,835
2. $8000 in cash basic savings acct
3. Pension $20,040 Employer (Empower)
4. 401K $33,938 Employer (Empower)
5. Social Sec. $2711 (2029)
& Will have student loan payment.
Thank you
Terry Says
A good financial planner would need to discuss this info — and MORE — before making recommendations.
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