Do you have gaps in your retirement plan? According to a recent Athene poll fielded by Kiplinger, retirees often overlook several essential steps in their planning. In this video, retirement income certified professional Rita Cheng, CFP®, shares what you can do to help ensure you aren’t overlooking these important steps and leaving costly gaps in your plan. Discover more ways to help build a secure retirement at Athene.com or contact your financial professional today.
This content was provided by Athene. Kiplinger is not affiliated with and does not endorse the company or products mentioned above.
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A Strategic Future Care Planning Guide for Affluent FamiliesAre your assets accessible and structured to support health, mobility or cognitive issues? Waiting until care is needed can force decisions you might regret.
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Is a 60/40 Portfolio Too Aggressive in Your Seventies?Generous pensions can act as a safety net, but concentration risk and healthcare gaps still loom large for retirees. This week's Wealth Wise advice column breaks it down.
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How to Exit Real Estate Without a Huge Tax BillReal estate developers wanting to exit but facing a hefty tax bill can transition into a diversified portfolio of Delaware statutory trusts via a 1031 exchange.
