Master Traditional vs. Roth strategies, employer plans, business-owner options, HSA tactics, and the 2026 contribution limits. No confusion. No guesswork.
Follow a proven 10-step curriculum bridge from inventory through attorney execution. Know exactly what to prepare, when to act, and where legal review fits in.
The 90-Day Retirement Readiness Action Plan, estate-planning readiness worksheets, beneficiary coordination tools, and annual maintenance calendar keep you on track year after year.
Your Complete Estate & Retirement Planning Companion
This isn't just another retirement guide. The Retirement & Estate Planning Playbook is a 43-page, professionally designed resource that bridges the gap between organizing your financial life and working with an attorney. You'll find everything from the founder's welcome and terminology guide to detailed account comparisons, RMD strategies, beneficiary coordination, and a full curriculum pathway. The book walks you through inventory, decision-making, power of attorney setup, living wills, trust analysis, and titling coordination—all while making crystal clear where attorney review becomes essential. Updated for 2026 IRS limits and aligned with Green Zone Academy Press standards, this playbook transforms overwhelming complexity into a manageable, step-by-step process.
About Green Zone Academy
Green Zone Academy was built on a simple belief: financial planning and estate preparation shouldn't feel overwhelming. We've spent years developing curriculum and resources that turn complexity into clarity. This Retirement & Estate Planning Playbook is the result of that commitment—a comprehensive, attorney-informed guide that respects both your need for practical tools and your responsibility to work with qualified legal professionals. Every page has been carefully designed, every figure verified against current IRS guidance, and every workflow tested to ensure it flows seamlessly into professional estate-planning work. We're not replacing attorneys; we're preparing you to work with them more effectively. That's the Green Zone difference.
What People Are Saying
Users love how this playbook transforms retirement and estate planning from a vague worry into a clear, actionable process. Whether you're just starting to think about your financial future or you're ready to coordinate with an attorney, readers appreciate the step-by-step structure, the 2026 limits, the worksheets, and the honest explanation of where professional legal review fits in. It's the roadmap they've been looking for.
Text-only testimonials are quick to scan and can highlight the value of your product at a glance.
Las Vegas, NV
The combination of text and imagery make the testimonial feel more personal and credible.
Working mom
Finally, a handbook that makes photography feel simple! It covers everything from camera settings to post-processing in a way that actually makes sense.
Amateur photographer
Text-only testimonials are quick to scan and can highlight the value of your product at a glance.
Las Vegas, NV
The combination of text and imagery make the testimonial feel more personal and credible.
Working mom
Finally, a handbook that makes photography feel simple! It covers everything from camera settings to post-processing in a way that actually makes sense.
Amateur photographer
Ready to Take Control of Your Financial Future?
Download the Retirement & Estate Planning Playbook today and get the clarity, worksheets, and action plans you need to organize your accounts, coordinate your beneficiaries, and prepare for estate planning. No fluff. No confusion. Just the practical blueprint that leads straight to attorney review.
$45.00