Retirement Planning at 60: Considerations with $3 Million in Investable Assets

Like what you see? Schedule an Introductory Call: https://calendly.com/chad-fontanafina... Be sure to subscribe:    / @fontana-financial   Visit our website: https://www.fontanafinancialplanning.com Follow us on Instragram:   / fontanafinancialplanning   Follow us on Facebook:   / fontanafinancial   In this episode, Michael Dunham discusses the financial planning considerations for a couple, Nigel and Phoebe, who are in their early sixties and preparing for retirement. The conversation covers essential topics such as required minimum distributions, tax-efficient strategies like Roth conversions, maximizing social security benefits, and charitable planning. The episode emphasizes the importance of proactive financial planning to minimize tax liabilities and ensure a secure financial future for both the couple and their heirs.