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Slagle Financial LLC
Chad Slagle is the president and founder of Slagle Financial, LLC, in the St. Louis area. He is the host of The Chad Slagle Show, "Coaching You to and Through Retirement," a local television series. He is an Investment Adviser Representative and insurance professional. Slagle Financial focuses on tax efficiency strategies and retirement planning. He is a member of the Better Business Bureau. Slagle coaches his children's teams in the St. Louis region.
Ask yourself three basic questions — concerning Social Security, pensions and your future lifestyle — to help get your planning in gear.
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Workers over age 59½ may want to take advantage of the flexibility and choice of IRAs by rolling their 401(k)s over while they're still employed with an "in-service rollover."
You need to prepare yourself for all three phases of your financial life: accumulation, preservation and distribution.