|Objective: To help you increase after-tax retirement income by taking advantage of all your options for maximizing retirement contributions and minimizing the tax burden of withdrawals.
Fact: 66% of employed persons ages 51 to 62 have not determined how much money they need to save for retirement.
The first step in planning for retirement is to project where you will be financially at age 65, based on (a) how much retirement money you have now, (b) how much will be added before retirement, and (c) what it will have grown to when you retire. The next step is to project your retirement cash needs, how much tax will be due on retirement fund withdrawals, and when your retirement money will run out based on projected spending levels. (To do that analysis, we have included a Retirement Cash Flow Model.)
Don’t wait until you retire to do this analysis. This Resource Report will help you collect the most after-tax cash during your retirement years, but detailed and careful planning well in advance of your retirement is critical to accomplishing that objective.
Other topics: Available options to receive your retirement money, the role of the Roth IRA in your planning, rollovers and settlement options, and income and tax analysis.
Price: $39.00 | Pages: 14
The last update of this website was on March 14, 2017.
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