Estate Planning Guidance for Those Without Heirs
In three previous articles, we discussed all the details of the very first step in creating a comprehensive written retirement income plan: the Retirement Income Projection. If you didn’t get a chance to read it yet, you can start here. Now, we move on to the second step in your planning, which is the all-important Income Tax Analysis.
Why are we continuing to discuss this topic? Because having a comprehensive written retirement income plan is just that important!