3 Things to Gartner Employees Should Do Before Retiring

In this conversation, Brian Skinner provides essential advice for Gartner employees approaching retirement. He outlines three key areas to focus on: understanding investment buckets, planning for sustainable retirement income, and building a comprehensive tax plan. Skinner emphasizes the importance of maximizing contributions to retirement accounts, assessing the risks associated with investments, and creating a strategy for withdrawing funds in retirement. He also highlights the need for a tax plan that considers income and health insurance options before Medicare eligibility. Overall, the discussion serves as a roadmap for employees to navigate their financial future as they transition into retirement.

In this episode:

★ Understand different investment buckets as a Gartner employee.
★ Evaluate the risk associated with your ESPP plan.
★ Maximize your 401k contributions, especially catch-up contributions.
★ Consider the mega backdoor Roth 401k strategy for additional savings.
★ Assess the value of RSUs and their impact on retirement.
★ Plan for sustainable retirement income and withdrawal strategies.
★ Implement guardrails for retirement distributions to manage risk.
★ Align investments with retirement income needs and volatility.
★ Be cautious with target date funds in your 401k.
★ Develop a comprehensive tax plan leading up to retirement.

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Website: https://skinnerwealthstrategies.com
LinkedIn:   / brian-skinner-cfp%c2%ae-crpc%c2%ae-386a5a23  
Email: [email protected]