- Active or passive? What do you have? What will you have in the future?
- Making tax-efficient choices: If you have to pay taxes, then play at lower rates.
- When to take the IRA withdrawals: Is it smart to wait until you’re 70 and a half?
- Are your income sources/resources “insured”? If not, why not? Do you want that option?
- What about the “survivor’s” income?
- Are there Special Needs circumstances?