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I will never have an advisor. I may talk to someone about tax planning/lump sum pay outs on my pension but that would be all.
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I only have 40k now but I plan to max it out till 6 months before I am on Medicare. I am 50 now and retire in 5 years. So all in all I'll have about 15...Last edited by Atretes1; 07-10-2026, 01:49 AM.
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There are currently three bills being put forth that would allow HSA funds to pay for health insurance premiums. I hope this passes before I retire. I...Last edited by Atretes1; 07-07-2026, 12:54 AM.
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I started running some numbers and if I get 4 of my rental properties paid off in the next 5 years. My rental income plus my pension would put my at 212k...
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