Retiring in the Next 10 Years? Beware the "Six Traps"

Report Summary:

If you’re planning a final approach to retirement, you don’t have much room for error. Be aware of six traps university employees can encounter as they prepare to transition into retirement.

Trap #1: Lacking a Healthy Cash Balance

Trap #2: Losing Your Benefits

Trap #3: Lacking Tax Balance

Trap #4: Losing Control of Your Retirement Savings

Trap #5: Taking Unintended Risks

Trap #6: The Rollover


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