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.
How Much Can You Put Into a Retirement Account?
They say that you can only put a certain amount of money into your retirement accounts. Is this true? How can you shelter your income from the dreaded tax-man? Find out in this week’s “They Say” segment.