All ten worksheets from Designing a Tax-Free Retirement — printable, and yours to keep.
You have read the book. You know the seven steps. These are the pages where you write your own numbers down — and that is the part that actually changes things.
Reading makes you informed. Filling these in is what produces a plan.
Free. I will email it to you within a minute or two.
I ask for your email so I can send the file, and so I can let you know when something changes that affects your plan — a shift in RMD rules, a change to contribution limits, that sort of thing. I do not send much and you can leave any time.
There is a smaller door. The Four Leaks Scorecard is a ten-minute diagnostic that shows you where money is quietly leaving your retirement — market exposure, future taxes, forced withdrawals, and fees — and which of the four is costing you most.
Denise J. Boisvert is a licensed insurance professional with more than twenty years of
experience, serving clients in all fifty states. She is the creator of the Purpose Driven
Wealth Plan™ and the author of two books on financial design.
Disclosure: Denise is a licensed insurance professional and is compensated by insurance
carriers when a client implements a policy or annuity. Nothing on this page requires you to
purchase anything.