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.
The Big, Beautiful Bill: Tax Changes and Deadlines to Know
The 2017 tax cuts are no longer temporary. The Big, Beautiful Bill has locked in some provisions while introducing new rules, revised deductions, and expiration dates that affect income, charitable giving, estate planning, and retirement strategies.Â
In this episode of Protect Your Assets, David Hollander discusses:Â
Changes to tax brackets, deductions, and exemptions beginning in 2025 and beyondÂ
How new rules may affect charitable contributions, gifting, and capital gain planningÂ
Key considerations for trusts, Roth conversions, and required minimum distributionsÂ
Recent developments in stablecoins and crypto legislationÂ
This episode highlights timelines and considerations to discuss with your financial, legal, or tax professional as you review your own plan.Â
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You can send your questions to questions@pyaradio.com for a chance to be answered on air. Â
