• Putting Together a Retirement Checklist

  • Aug 15 2024
  • Length: 15 mins
  • Podcast

Putting Together a Retirement Checklist

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  • Summary

  • 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
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