Racing to Retirement - Retirement Income Planning Workbook
Â
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.
Breaking Down Key Highlights of the Secure Act 2.0
The Secure Act 2.0 is now law. While there are dozens of provisions in the act, a few highlights include RMD age limit increases, timeframes for taking distributions from inherited IRAs, catch-up contributions for retirement accounts, and so much more. Also, The Sandman breaks down the eight types of people who might not want to do a Roth IRA conversion.Â
Â
Plus, the stock and bond markets were both up last week, a result of inflation dropping for the third straight month. The core Consumer Price Index, which includes food and energy, eased lower to 5.7%, but the Fed stated it wanted it around 2% to start cutting rates to stimulate the economy. How have markets historically performed when the Fed is about to pivot or to change direction?Â
 Â
You can send your questions to questions@pyaradio.com for a chance to be answered on air. Â
