Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success (The Retirement Researcher Guide Series)
$39.95
Description
- Understand your personal retirement income style, which can then help you navigate through the conflicting opinions about retirement strategies to choose your right path.
- Learn about investment and insurance tools that may best resonate with your personal style.
- Determine if you are financially prepared for retirement by quantifying your financial goals (annual spending, legacy, and reserves for the unexpected) and comparing them to your available assets.
- Make smart decisions for when to start Social Security benefits, which could potentially support an additional $100,000 or more of lifetime income from Social Security.
- Develop a plan for making the best initial and ongoing choices from the alphabet soup of Medicare options, as well as how to find health coverage if you retire before Medicare eligibility.
- Assess where you wish to live in retirement and whether there are helpful ways to incorporate housing wealth into your retirement strategy.
- Decide how to manage your long-term care risk between self-funding, Medicaid, or private insurance, and take steps to support living at home for as long as possible.
- Understand how to manage your taxes to pay less, to avoid common pitfalls, and to have more for your lifetime and your legacy. You will be able to apply tax diversification, asset location, tax bracket management, and Roth conversions to enhance the sustainability of your retirement assets.
- Get your finances organized and understand how to get your estate and incapacity planning documents in order, including your will, account titling, beneficiary designations, financial power of attorney, and advance health care directives.
- Identify whether there is a role for trusts in your estate plan for reasons related to avoiding probate, controlling how and when assets are disbursed, obtaining creditor protections, or helping to manage estate taxes.
- Prepare for the non-financial aspects of retirement, including the need to find purpose and passion, to understand if there is a role for work in retirement, to enhance relationships and social connections, and to maintain an active and healthy lifestyle.
The Retirement Planning Guidebook does not let important matters fall through the cracks. This is a comprehensive look at the key retirement decisions to achieve financial and non-financial success. You will have the foundation to make the most of your retirement years, and I hope you'll be able to do something great! Read more
Details
Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success (The Retirement Researcher Guide Series) is the ultimate resource you need to confidently navigate the complex world of retirement planning. With this comprehensive guidebook, you will gain the knowledge and understanding to make smart retirement decisions that will lead to a successful and fulfilling retirement.
One of the key features of this guidebook is its focus on understanding your personal retirement income style. By identifying your unique style, you can cut through the noise of conflicting opinions and choose the retirement strategies that align with your goals and values. Say goodbye to confusion and uncertainty!
Investment and insurance tools can be overwhelming, but this guidebook breaks them down for you. Discover the tools that resonate best with your personal style and build a solid financial foundation for your retirement. You'll learn how to quantify your financial goals and compare them to your available assets, ensuring you are financially prepared for retirement.
Maximize your Social Security benefits with our expert advice. Learn when to start your benefits to potentially unlock an additional $100,000 or more of lifetime income. With our guidance, you can make smart decisions that will secure your financial future.
Healthcare can be a tricky aspect to navigate in retirement, especially with the alphabet soup of Medicare options. Our guidebook will help you make the best initial and ongoing choices for your healthcare needs. We'll also show you how to find health coverage if you retire before Medicare eligibility.
Retirement isn't just about finances - it's also about living your best life. Our guidebook covers important non-financial aspects, such as finding purpose and passion, maintaining relationships, and staying active and healthy. We'll help you make the most of your retirement years, both financially and personally.
Don't miss out on this invaluable resource for a successful retirement. Get your copy of the Retirement Planning Guidebook today and take control of your future. Click here to order now!
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