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What Issues Should I Consider Before I Retire?

This checklist covers 32 of the most important planning issues to identify and consider for an individual who is about to retire.

It’s structured as follows:

  • Cash Flow Issues
  • Health Insurance Issues
  • Asset & Debt Issues
  • Tax Planning Issues
  • Long-Term Planning Issues
  • Other Issues

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What worked for you before retirement may not work during retirement.

Are you prepared?

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