YOUR LONG-TERM FINANCIAL STRATEGY

Now that you have reviewed the strategies, options, and tax rules, what seems like the best approach for you It s unlikely that one of the strategies presented will be exactly right for you. Based on your comfort zone, you should be able to combine elements of two or more into a plan with which you can live. You re invited to use the box below to summarize your plan. 

Issues that are important to me when planning my post-retirement spending  

Instructions In the space below, list the thing chapter. Then, choose a target date for comple Action Item s you want to do as a result of reading this (ting each of your action items. Target Date 

The power of perpetuating our property in our families is one of the most valuable and interesting circumstances belonging to it. 

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