Jim, a mid-50s registered nurse, seeks retirement advice as he and his wife plan to retire in five years. They discuss their $315k income, $1.9M retirement savings, and the debate between Roth vs. traditional accounts. Jill advises on rolling old IRAs into their 403(b), managing their $235k brokerage savings, and developing a strategy for Social Security to maximize benefits. They also explore pension payout options, potential housing changes to Texas, and healthcare costs leading up to Medicare. A comprehensive retirement roadmap unfolds!
