No one cares more about you and your money than Lifeguard Financial

February 2021

Newsletter

5 Situations When You May Want to Pause Retirement Savings

Being financially healthy throughout your journey to retirement is just as important as being financially healthy once you retire.

For that reason and inspired by a recent U.S. News and World Report article,¹ let’s explore a few situations when it may make sense for you to stop saving for retirement — temporarily, of course.

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Your Estate: Have You Looked at These Legal Documents Lately?

If you haven’t prepared certain estate documents, or the ones you have are out-of-date, your intentions could easily become a matter of dispute. The courts might have to make critical decisions regarding your medical care and finances or determine who will receive your assets when you die.

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There is no clear-cut answer as to whether you should convert your IRA. We recognize the importance of this decision and have assembled a team of financial professionals to assist you in answering the key questions.

Our team will provide a custom analysis to determine if a Roth conversion is right for you. We will guide you through the process in the most effective manner possible to help ensure your financial security.

Please call and schedule a meeting to get your Roth IRA Conversion Analysis Report. In our meeting, we will discuss these important impending changes in order to gain the information and tools you need to make a timely, educated decision about the new Roth IRA conversion opportunities.
Please call 440-942-1936 today!

¹ https://money.usnews.com/money/retirement/401ks/articles/times-to-stop-saving-for-retirement
² https://listverse.com/2019/01/01/10-unusual-wedding-traditions-fromaround-the-world/

Investment advisory services are offered through Lifeguard Advisors LLC, a Registered Investment Advisor in the state of Ohio. Insurance products and services are offered through The Lifeguard Insurance Agency, Inc. dba Lifeguard Financial, an affiliated company.

Some of these materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Lifeguard Financial is not affiliated or endorsed by the Social Security Administration or any government agency.