The Scenario: A couple is ready to begin drawing retirement income after spending 35 years working and contributing to a 401(k) account, a U.S. Government Thrift Savings Plan account and assorted mutual fund accounts.
The Plan: Consolidate the couple’s various investment accounts; create a clear and reliable retirement income plan; assess their long-term care insurance coverage; work with their attorney to help ensure that their estate planning needs are addressed.
