Retirement Planning Blueprint

Retirement Planning Blueprint

$129.99

103 reviews

Step-by-step guide to creating a sustainable retirement strategy with income projections. Develop a personalized retirement plan that ensures financial security throughout your golden years.

Blueprint Highlights

  • Comprehensive 240-page retirement planning guide
  • 18 retirement income calculators and worksheets
  • Social Security optimization strategies
  • Tax-efficient withdrawal sequencing models
  • Estate planning essentials and templates

Format: Digital PDF + Excel Templates

Pages: 240

Last Updated: November 2023

SKU: RPB-004

Blueprint Description

The Retirement Planning Blueprint is a comprehensive guide designed to help you create a personalized retirement plan that will provide financial security throughout your retirement years. Whether you're just starting to think about retirement or you're approaching your target retirement date, this blueprint offers practical strategies and tools to help you build, protect, and optimize your retirement savings.

Retirement planning is often overwhelming due to the many variables and unknowns involved. Our blueprint breaks this complex process into manageable steps, guiding you through each aspect of retirement planning with clear explanations and actionable strategies. We address common concerns such as outliving your savings, managing healthcare costs, and creating sustainable income streams.

What You'll Learn

  • How to calculate your true retirement number based on your desired lifestyle
  • Strategies for closing the gap between your current savings and retirement goals
  • Optimal asset allocation models for different retirement phases
  • Social Security claiming strategies to maximize lifetime benefits
  • Tax-efficient withdrawal sequencing to extend the life of your portfolio
  • Healthcare planning, including Medicare and long-term care considerations
  • Estate planning essentials to protect your legacy

What's Included

Your purchase includes:

  • The complete 240-page Retirement Planning Blueprint in PDF format
  • 18 interactive worksheets and calculators in Excel format
  • Retirement income projection models
  • Social Security optimization calculator
  • Required Minimum Distribution (RMD) calculator
  • Retirement portfolio stress-testing tool
  • Estate planning document templates
  • Access to quarterly retirement planning webinars
  • Annual updates to reflect tax law changes and new retirement strategies

Our 60-Day Satisfaction Guarantee

We're confident that the Retirement Planning Blueprint will transform your approach to retirement planning and help you secure your financial future. If for any reason you're not completely satisfied, simply contact us within 60 days of purchase for a full refund—no questions asked.

Blueprint Contents

Section 1: Retirement Foundation

  • Chapter 1: Defining Your Retirement Vision
  • Chapter 2: Calculating Your Retirement Number
  • Chapter 3: Assessing Your Current Financial Position
  • Chapter 4: Identifying the Retirement Gap
  • Chapter 5: Creating Your Retirement Timeline

Section 2: Building Your Retirement Nest Egg

  • Chapter 6: Maximizing Retirement Account Contributions
  • Chapter 7: Catch-Up Strategies for Late Starters
  • Chapter 8: Optimal Asset Allocation for Retirement
  • Chapter 9: Tax-Efficient Investment Strategies
  • Chapter 10: Alternative Investments in Retirement Planning

Section 3: Income Streams in Retirement

  • Chapter 11: Social Security Optimization Strategies
  • Chapter 12: Pension Maximization Techniques
  • Chapter 13: Creating a Sustainable Withdrawal Strategy
  • Chapter 14: Generating Income Through Annuities
  • Chapter 15: Real Estate Income in Retirement
  • Chapter 16: Part-Time Work and Encore Careers

Section 4: Protecting Your Retirement

  • Chapter 17: Healthcare Planning in Retirement
  • Chapter 18: Medicare and Medigap Strategies
  • Chapter 19: Long-Term Care Planning
  • Chapter 20: Managing Inflation Risk
  • Chapter 21: Protecting Against Market Volatility
  • Chapter 22: Insurance Strategies for Retirees

Section 5: Tax Strategies in Retirement

  • Chapter 23: Tax-Efficient Withdrawal Sequencing
  • Chapter 24: Roth Conversion Strategies
  • Chapter 25: Managing Required Minimum Distributions
  • Chapter 26: Tax-Loss Harvesting in Retirement
  • Chapter 27: Charitable Giving Strategies

Section 6: Estate Planning Essentials

  • Chapter 28: Creating Your Estate Plan
  • Chapter 29: Will and Trust Strategies
  • Chapter 30: Beneficiary Designation Optimization
  • Chapter 31: Minimizing Estate Taxes
  • Chapter 32: Legacy Planning Beyond Money

Section 7: Putting It All Together

  • Chapter 33: Creating Your Comprehensive Retirement Plan
  • Chapter 34: Implementing Your Plan: Step-by-Step
  • Chapter 35: Monitoring and Adjusting Your Plan
  • Chapter 36: Working With Financial Professionals

Appendices and Worksheets

  • Appendix A: Retirement Expense Worksheet
  • Appendix B: Retirement Income Calculator
  • Appendix C: Social Security Optimization Tool
  • Appendix D: RMD Calculator
  • Appendix E: Withdrawal Strategy Comparison Tool
  • Appendix F: Healthcare Cost Estimator
  • Appendix G: Estate Planning Checklist
  • Appendix H: Retirement Plan Review Checklist

About the Authors

Elizabeth Morgan, CFP®

Elizabeth is a Certified Financial Planner with over 25 years of experience specializing in retirement planning. She has helped hundreds of clients successfully transition from their working years to retirement. Elizabeth regularly contributes to financial publications and has been featured on major financial news networks discussing retirement planning strategies.

Richard Taylor, CPA

Richard is a Certified Public Accountant with expertise in tax planning for retirees. He specializes in developing tax-efficient withdrawal strategies and Roth conversion plans. Richard brings valuable insights on how to minimize taxes throughout retirement and protect retirement assets from unnecessary taxation.

Dr. Susan Harris

Dr. Harris is an economist and retirement researcher who focuses on longevity risk and sustainable withdrawal strategies. Her research on sequence-of-returns risk and dynamic withdrawal methods has been published in leading financial planning journals. Dr. Harris contributes valuable quantitative analysis to the retirement planning models in this blueprint.

James Wilson, JD

James is an estate planning attorney with extensive experience helping retirees protect their assets and create comprehensive legacy plans. He specializes in intergenerational wealth transfer strategies and charitable giving techniques. James contributed the estate planning section of the blueprint, including the document templates and checklists.

Reader Reviews

4.8

Based on 103 reviews

Margaret B.

December 3, 2023

I was five years from retirement and feeling completely overwhelmed by all the decisions I needed to make. The Retirement Planning Blueprint walked me through each step with clear explanations and practical worksheets. The Social Security optimization calculator alone saved me over $40,000 in lifetime benefits by showing me the optimal claiming strategy for my situation. I now have a comprehensive retirement plan that gives me confidence in my financial future.

William J.

November 12, 2023

As a DIY investor in my 40s, I wanted to make sure I was on the right track for retirement. The Blueprint helped me identify several gaps in my planning, particularly around healthcare costs and tax planning. The withdrawal strategy calculator showed me how to potentially extend my portfolio's life by 7-10 years through proper sequencing. The Blueprint strikes a perfect balance between being comprehensive and accessible.

Patricia T.

October 5, 2023

My husband and I recently retired, and we were struggling with creating a sustainable withdrawal strategy. The tax-efficient withdrawal sequencing section of this Blueprint was eye-opening. We worked through the worksheets and discovered we could potentially save over $4,000 per year in taxes through proper account withdrawal ordering. The healthcare planning section was also extremely helpful as we navigate Medicare options.

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