Don't Bet the Farm was written to provide answers, insights, and thought-provoking material regarding the issues that retirees and soon-to-be retirees (STBRs) face today. Don't Bet the Farm is one of the only books that is focused on helping retirees and STBRs understand the importance of designing exit strategies for their IRAs and other assets by helping them create written comprehensive retirement income plans that provide the potential opportunity for:

- the maximum amount of income possible for as long as they live,

- principal guarantees with protection against market volatility and losses,

- current and future income tax management, and

- efficient transfer of assets to beneficiaries.

We are excited for you to read this Don't Bet the Farm workbook. You can also obtain a full copy of Don't Bet the Farm on our website at either www.dontbetthefarmbook.com or www.dbtfbook.com.

We have condensed the most important thought or thoughts of each chapter of Don't Bet the Farm into one or two pages in this workbook. You can immediately locate and review the most important topics in a flash with this summary workbook.