Retirement Fundamentals Part 1: The Essential Guide to Income Planning (Ep. 3)

By Proactive Tax Strategies | January 24, 2023

Are you on track to achieve the retirement of your dreams? Join Ken New as he uncovers the secrets to a successful retirement in the first installment of the Roadmap to Retirement series.

Learn about the 5 key fundamentals of retirement planning: Income Planning, Investment Planning, Tax Planning, Health Planning, and Legacy Planning. These fundamentals are essential to achieving the retirement and lifestyle of your dreams.

Discover the importance of income planning and learn how to evaluate all the potential sources of income for your household and maximize their potential. Plus, get tips on how to ensure you don’t run out of money in retirement.

Ken discusses:

The number one question all baby boomers have about income planning
How to effectively manage your biggest sources of income and expenses
How your tax situation might change in retirement and how to plan for it
The impact of inflation and interest rate hikes on your income plan
How to take control of your financial future and secure the retirement you deserve
And more

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