Course Materials and Resources

Please find your class resources at the links below. You can download these resources at any time and save them for your reference as part of the Rethink Retirement class materials. Please feel free to contact us at any time by clicking the “Ask A Question” button.

Click these links to download:

• Income Allocation Text Book
• Income Allocation Workbook
• Bill and Jill Sequence of Returns
• Current Retirement Assessment Worksheet
• Income Allocation Relevant Articles