Putting Together a Retirement Checklist

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:

mark@silverman-associates.com

Phone:

520.512.8832

520.618.5323