- Does your plan tell you how much income you can draw for as long as you live?
- Are you concerned about running out of money before you die?
- How can you be sure that you can really retire?
- How much of your money should be at risk?
- How are you protected against a bear market?
- How much can you afford to lose before you have to go back to work?
- How much of your IRA should you convert to a Roth?
- Have you minimized the taxes you pay?
- Are you taking too much risk?
- Are your assets protected, and do you have liability coverage?
- What is your financial loss if your spouse pre-deceases you?
- Could your Will destroy relationships of your beneficiaries after you are gone?
- Should you have a living will or a power of attorney healthcare?
- Should you have a trust?
