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Putting Together a Retirement Checklist
Manage episode 434396432 series 3564308
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Every individual will have a unique plan for retirement, but there are questions that every person should be able to answer before they make the transition. Am I prepared for increased tax rates in the future? What about if I live longer than I plan and I outlive my money? What do I want to happen with my money after I die? Today we’ll provide a comprehensive checklist that will help prepare you for retirement.
Here’s what we discuss in today’s show:
- Saving for the future while enjoying life in the present.
- Being prepared for retirement risks.
- Minimizing future tax liability.
- Incorporating legacy planning into your overall plan.
Want to get in touch with Mark?
Web:
https://silverman-associates.com/home
Email:
Phone:
520.512.8832
520.618.5323
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