Succession Planning with 5P
Written by Ray Belden on 09/24/2018
Team:5Paragraph.com Event type: 5P Podcast
Coordinator:Michael J. Penney Task organization: Solo Talk
Baby boomers have to pull out their IRA or 401K at age 70.5.
Presidential executive order could push that back to 72,75, or later.
Mission: Think about your succession plan. How do you want to setup your future so that you can retire and ensure your heirs receive their inheritance?
Commander’s Intent: Choose 5 Paragraph to organize your succession plan. For individuals seeking an outside perspective.
Scheme of Maneuver: 5 Paragraph will help you organize your plan for moving forward through retirement and beyond.
Coordinating instructions: Call for an assessment. It’s free to get started.
We are your succession …