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If you really want to retire in your 50's, review the top 5 things you can do in 2022 to maximize your savings, save on taxes and cut your expenses and take action now.
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One question unique to those who are retiring early is figuring out how to cover health and medical needs. Many people who retire early are shocked to learn just how expensive an annual health insurance premium can be when they are paying the full premium themselves.
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What is the reason you are considering retiring early? Some will answer that they want to have more control of the pace of their life. Others want to spend more time with loved ones. Some long to travel, to accomplish goals that have had to remain on the sidelines due to career demands. Some people are concerned with their health and want to be able to dedicate more time to their well-being.
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Corporate employees who choose early retirement often have many questions on what strategies they can use to save on taxes in retirement. One strategy worth considering is converting funds in a Traditional/Rollover IRA to a Roth IRA, i.e. a Roth Conversion.
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