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.
Tax Strategies for Retirement
There are many different ways to shelter your income before they are subject to taxes. How can you take action before possible changes due to the upcoming election? Find out how to save hundreds of thousands of dollars in this episode of Protect Your Assets.
