The Complete Cardinal Guide to Planning for and Living in Retirement Workbook
9781946507013
Distributed for Tupelo Press
The Complete Cardinal Guide to Planning for and Living in Retirement Workbook
In 2016, Leapfolio published the Complete Cardinal Guide to Planning for and Living in Retirement. The Guide provides an overview of the major problems that retirees face and the simple strategies they can implement to make their retirement financially successful. The Guide fulfilled Cardinal’s expectations and proved to be a success, as they sold or distributed more than 6,000 copies in the past year. But they also learned that the Guide isn’t quite sufficient by itself. So they’ve created this Workbook to offer additional examples of real-life situations, products, and strategies, and guidance to help people prepare to discuss retirement planning with a professional advisor.
Table of Contents
CONTENTS
1. Module 1-Social Security - 1
2. Module 2-Medicare - 15
3. Module 3-Long-Term Care - 29
4. Module 4-IRA (Individual Retirement Accounts) - 59
5. Module 5-Investments - 67
6. Module 6-Life Insurance and Estate Planning - 87
7. Module 7-Income Taxes - 119
8. Module 8-Choosing Your Advisor - 127
Index - 139
1. Module 1-Social Security - 1
2. Module 2-Medicare - 15
3. Module 3-Long-Term Care - 29
4. Module 4-IRA (Individual Retirement Accounts) - 59
5. Module 5-Investments - 67
6. Module 6-Life Insurance and Estate Planning - 87
7. Module 7-Income Taxes - 119
8. Module 8-Choosing Your Advisor - 127
Index - 139