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.
Roth Conversion 101
Many people think that converting your IRA to a Roth IRA is a no-brainer because of low tax-rates. However there are some key factors to weigh into your decision before you act. Find out 5 reasons why you may not want to do a conversion in this episode of Protect Your Assets.
