Putting Together a Retirement Checklist

from Saving With Silverman Hosted by Mark Silverman

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: [email protected] Phone: 520.512.8832 520.618.5323

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Putting Together a Retirement Checklist

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This episode is 14 minutes long.

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This episode was published on August 15, 2024.

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