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.
Answering the “When” Questions of Retirement
“When?” is probably the most important question you’re going to ask yourself in retirement. When should you start taking money out of your retirement accounts? When do you start your pension? When should you start transferring wealth to your kids? Learn answers to these questions—and more—in this episode of Protect Your Assets with David Hollander.
You can send your questions to questions@pyaradio.com for a chance to be answered on air.
