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.
Retirement Accounts and Taxes
Many people do not realize the potential tax hit they will take when creating they’re IRA or 401k. You work and save, only to realize that your retirement account has never been taxed. If you take it out the wrong way, you may be forced to pay penalties on top of income taxes. This could impact you and your family. Find out how to make sure you’re prepared to deal with your IRA or 401k in this week’s episode of Protect Your Assets.
