WWDD Volume 3

Volume 3 covers;

·  Investing when approaching retirement and after retirement

·  The 20 questions that impact the retirement savings you'll need

·  The tax and penalty consequences of all your accounts and assets

·  Why the wrong house could cost you a million dollars in retirement

·  How Medicare works, the options, and the decisions to make

·  Positioning retirement savings to pay zero taxes during retirement

·  The 7 considerations when deciding when to claim Social Security

·  Solving the Required Minimum Distribution (RMD) problem

·  Options for retirement income & how to build an income portfolio

·  How to retire well on much less in retirement savings

·  Preparing a post-retirement plan to avoid running out of money

·  Why you should create an Overall Plan for your family and legacy

·  Dad’s Money Rules to make better decisions, reduce financial risk

Paperback, 216 pages

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