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.
Roth Conversion 101
Are you considering a Roth Conversion from your IRA or 401k? There are many things to make sure you know before you do. Find out the positive and negative aspects of a conversion into a Roth IRA in this episode of Protect Your Assets.
