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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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If you're thinking about retiring, congratulations! Many people reach a point where they consider taking a different path in life. There are 7 key questions you must answer so that you can enter retirement confidently and successfully.
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