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October 20-23, 2019
San Diego, California
November 24-27, 2019
San Francisco, California
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This book provides readers with ideas for turning life savings into retirement income, with examples of how to coordinate and maximize multiple streams of income and find tax efficiencies. By introducing different types of retirees, the author allows readers to assess their own personal styles before delving into tips on enhancing retirement income. Other topics include rainy day spending, planning an inheritance, investment risk and what not to do. The book also features a message for employers, offering ideas for plan sponsors looking to support and empower retirees.
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