The retirement decisions that can shape the rest of your life

Eight parts, in the order the decisions tend to arrive

• 1
  Why these years matterThe window around retirement, and mistakes that are hard to undo.
• 2
  The decision domino effectWhy taxes, income, investments and estate planning need to be coordinated.
• 3
  Turning savings into incomeBuilding a retirement paycheck and choosing which accounts to draw from.
• 4
  The tax movesRoth conversions, managing your bracket, required distributions and the taxable account.
• 5
  Healthcare and MedicareCoverage before Medicare, the choices at 65, and how income affects premiums.
• 6
  Investing for the long termPrinciples that hold up, and keeping costs and taxes low.
• 7
  Protecting the people you loveMaking sure your plan works for a surviving spouse, your heirs and the causes you care about.
• 8
  Choosing the right helpWhat financial advice really costs, and the questions to ask any Advisor.