Digital guide
Five Power Moves to a Tax-Efficient Retirement
The whole framework, written down, with a workbook
The five moves Richelle walks people through, in order, in plain words. Comes with a workbook you fill in as you go, so you finish with your own numbers rather than somebody else's example.
What is in it
- The five moves, in the order they are meant to happen
- A retirement income worksheet with your own figures
- A savings and protection checklist
- The questions to ask before you buy any financial product
- A legacy checklist, so nothing is left for someone else to guess
What that meansTax efficient means paying attention to the tax bill instead of pretending there is not one. Money is taxed at different points depending on where you keep it: some when it goes in, some when it comes out, and some not at all if the rules are followed. The guide walks through which is which. What fits you depends on your own situation, and this is education, not tax advice.
$10 one time, for the guide and workbook
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