How Do You Navigate Retirement?
Nov 6, 2023
Dana and Brad discuss preparing your estate as well as the different types of retirement accounts.
- It may be a good idea if you have multiple children and trust them both, to make them Co-Power of Attorney on your will.
- Tax-Deferred accounts are not taxed until you withdraw funds, and include accounts such as 401(k)’s, 403(b)’s, TSP’s, and IRA’s.
- Download our FREE helpful resource, “Your Retirement Income Planning Checklist”