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.
Should you do a Roth Conversion?
The most tax laden asset for most people is their IRA or 401k. That leads most people to consider converting to a Roth IRA to avoid taxes. Well is that always the right thing to do? Find out five things to consider before you convert in this episode of Protect Your Assets.
