Some of the topics we'll discuss:

• I have a large pre-tax IRA and 401k. Should I be doing Roth conversions before RMDs begin?
• How do health insurance work if I stop working before age 65? What are the options?
• I plan to retire in my 40s or 50s. How is that different from retiring at 65?
• How should my investment and tax strategy change once I no longer have W-2 income?
• I have deferred compensation, RSUs, business income, or other payouts. How should I coordinate those with retirement accounts and social security?
• What planning opportunities become available in the years immediately before and after retirement?