Racing to Retirement - Retirement Income Planning Workbook
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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.
Preparing For 2020 Taxes
How can you use the new tax relief law to keep more money in your pocket? What can you do if you have already filed your taxes? Can you add money to IRA or HSA later this year? Get all the answers to your tax questions in this episode of Protect Your Assets.
