Racing to Retirement - Retirement Income Planning Workbook
Will you be filling your days in retirement or will your days be fulfilling in retirement? It's never too early—or late—to take charge of your retirement.
This workbook covers:
Visualizing your retirement by uncovering your goals and dreams for your retirement life.
Building your roadmap by identifying your income sources and retirement expenses, then evaluating the gap you have between the two.
Optimizing your resources by building a cohesive strategy to address every aspect of your retirement, tax, and estate plans.
10 Tax Reduction Strategies for Confident Retirement Savers
In this episode, David Hollander, also known as The Sandman, takes us through the complexities of managing taxes with the deadline of April 15th looming. With the national debt hitting $34 trillion, it’s more important than ever to be informed about how taxes impact retirement planning. David, with his 30 years of experience, discusses 10 strategies for potentially reducing your tax burden if you’re nearing or in retirement. Whether you’re curious about how to better prepare your taxes or interested in exploring ways to be more tax-efficient, this episode offers insights and considerations. From debunking common myths about Social Security and taxes to providing a closer look at the implications of the national debt on future taxation, tune in for a thoughtful exploration of tax planning for retirees.Â
You can send your questions to questions@pyaradio.com for a chance to be answered on air. Â
