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.
Should you Convert your IRA to a Roth IRA?
Should you convert your IRA to a Roth IRA because of the low tax rates? There are some red flags you should look out for before you make decision. Find out the truth in this week’s “They Say” segment.
