Retirement Planning Tips and Common Pitfalls

ClearPath Financial Partners Podcast
ClearPath Financial Partners
Retirement Planning Tips and Common Pitfalls

In this podcast ClearPath Financial Partners President Ryan Kittredge talks about how to avoid some of the common pitfalls as you approach retirement. He says you need to have a plan ready for where you are in life. Investments can be different ten years, five years and two years out from retirement. He shares advice for those who still have some time before retirement, including advice on Roth IRA’s and more. Especially earlier in your career you may want to prioritize a Roth IRA, When you are retired you may be in a low tax bracket in the first couple of years and may want to look at converting to a Roth as well.