Retirement Planning
With Tax Efficiency
Retirement planning is an individual experience and a work in progress like trimming sails on a sailboat.
key elements:
Retirement Income Sources
1.
Cashflow Requirements
2.
Timelines
3.
Investment Planning
4.
Non-financial Preferences
5.
Tax Implications
6.
Risk
7.
As noted in Doug’s book, Transitions, A Retirement Playbook, its more than just crunching numbers. Holistic Planning differentiates both financial and non-financial retirement planning.