Succession Planning with 5P

Team:5Paragraph.com                                                         Event type: 5P Podcast

Coordinator:Michael J. Penney                              Task organization: Solo Talk

Situation

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?

Execution

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 …