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.
Protecting Yourself from Higher Taxes on the Horizon
The Tax Cuts and Jobs Act of 2017 is set to expire at the end of 2025, and higher taxes are on the horizon. Learn how you can take advantage of current tax rates and help protect yourself from future rate hikes in this episode of Protect Your Assets with David Hollander.
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