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.
Four Percent Rule in Retirement.
The number one fear for retirees is running out of money. Many people recommend that you take out 4 percent per year from your retirement accounts and that you will be safe. However, can this strategy actually cause you to run out of money? Find out how the 4 percent rule could be the wrong plan for you in this week’s episode of Protect Your Assets
