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.
Don’t Let the Tax Tail Wave the Investment Dog
There are many tax ramifications when you sell stock.. When should you be looking to take chips off the table? Find out how to be tax efficient when its time to sell stocks in this week’s “They Say” segment.
