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Becoming Ready for Retirement
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This book shows how to get organized, create a plan, maximize tax benefits, and has case studies to learn first hand about becoming ready for retirement.
Getting Organized
How to review current habits and expenses to make sure the income plan fits the current & desired lifestyle.
Creating A Plan
Minimizing the impact of withdrawals with a bucketing strategy.
Maximizing Tax Benefits
What are the rules for accessing funds and avoiding penalties.
Case Study: Social Security
As the largest source of steady income for a lot of people, it can be hard to understand.
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Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the strategies presented.