I found this useful. There's a course called "Late Career Financial Planning" - the slides are on the E&Y website.
3 replies (most recent on top)
Talk with several finacial planners and CPAs without obligation to learn your options. Open a Social Security account online to estimate benifits. I suggest start planning and learning the rules at least 5 years before retirement. Good luck!
They also have early career and mid career courses. I've attended the late career course and found it to be very helpful. Specifically the details on the pension options (lump sum vs annuity) and how the 401k is distributed. If you attend the course make sure it's crystal clear which 401k components (Before, After, Roth, General) end up in the different external buckets (IRA, Roth IRA and Brokerage). Make sure you understand the NUA options. They cover these topics but there will be many people attending who ask very basic or specific questions that tend to distract from the bigger picture trying to be covered by the training. Having said that you can always call E&Y afterwards and speak to financial planner to go over these topics.
Where is the EY website? Is it a go to/?