RETIREMENT TRADE
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Retirement Trade

​STATE OF MIND

​​Welcome to the Retirement Trade

Retirement Trade provides the basic and advanced retirement education for workers that don't have the time, energy, or money to become their own financial advisor,  but they still want to understand and take ownership of their retirement. This site is not a substitute for speaking with a personal financial advisor; in fact, we will recommend some to you. We are here to arm you to prepare you to speak your financial advisor, or to at least educate you enough to avoid the major financial mistakes that can derail your retirement plans.

​STEP 1​


Determine which retirement options apply to you. Can you invest in a traditional 401(k), Roth 401(k), Solo 401(k), traditional IRA,  Roth IRA, SEP IRA, Thrift Saving Plan, Simple IRA, or one of the many other options? ​​
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STEP 2


Determine your retirement timeline and retirement requirements. Establish the required retirement accounts.​

​STEP 3​


Take the required steps to meet your financial goals, regularly monitor your progress, and adjust your accounts as necessary. ​
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Photos from QuoteInspector.com, QuoteInspector.com
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