With a title like “Sharpen your pencils, let’s work the numbers” I knew you would enjoy being provided with the opportunity to see how ready you are for retirement, and if your numbers add up to what you thought they would in terms of your ideas of where to put your retirement saving so that you will have an income you won’t outlive. Did you fall short? Are you disappointed in what your worksheet revealed? Call us, we may have some ideas you haven’t thought of. We’re always here to help.
RETIREMENT PLANNING WORKSHEET
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This commentary was created by a third-party for the Agent’s use. NTM 08-27.