Planning for future income for that time when you are no longer working or are working less, is important, and with so many options it can be confusing to know what you should do.

And if it weren’t hard enough already, it gets even more complicated when you factor in taxes on that income.

I’m here to help! 

Listen now!

Show highlights include:

• Have a pension? Three reasons to hang onto this increasingly rare retirement benefit. (1:52)
• Common Social Security miscalculation couples make that could leave you hurting while heartbroken. (3:16)
• Why life insurance is critical if you’re depending on Social Security. (4:15)
• Why your tax bracket matters. (5:56)
• Today’s market volatility is bad enough. Now learn about the hungry “money monster” waiting to eat a chunk of a certain savings account when you retire. (6:57)

Reach out to me:

[email protected]

https://www.linkedin.com/in/valerie-laroque-lacp-b569509Infinite Banking Mastery (infinitebankingnorthwest.com)