Step 3: Create your roadmap
Take this step to formulate and sketch out a list of possible tactics to deliver retirement income in a tax-aware manner that takes into account your personal circumstances, goals and any issues around your corporation.
What your roadmap will tell you
The roadmap describes what is remaining for you to do, starting right now and extending to day one of your retirement. What steps do you need to take? What strategies should you use to get there? What works best for your situation? How are you going to fun each of these steps?
Tip:
By this point, you and your MD advisor will have discussed most aspects of your retirement income. Now is a good opportunity to discuss specific retirement income strategies and talk about any remaining income issues.
Make an appointment to discuss specific retirement income strategies
" You can't manage what you don't measure." - Peter Drucker
