YOUR WEALTH KNOWLEDGE

A review of "Safety-First Retirement Planning" by Wade Pfau (2019). Adding an annuity to your retirement plan will relieve longevity risk and improve your retirement spending budget... Ten items for your end-of-year personal finance checklist. Have you maximized all your contributions and deductions for this year?... Your taxable savings, your traditional IRA (or 401K), or your Roth. Which do you spend first during retirement?