If you’re retiring next year, the details you handle before you give notice can make a meaningful difference.
In this episode of Protect Your Assets, The Sandman walks through what to review before you leave work, including 401(k) matching and vesting schedules (cliff vs. graded), what happens to your HSA and FSA, how PTO payouts work (including California considerations), health coverage choices if you’re retiring before 65 (COBRA, spouse coverage, marketplace plans, and Medicare timing), and key pension options that can impact income and legacy.
You can send your questions to [email protected] for a chance to be answered on air.
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