Helping Diligent Advisors Ensure They're On The Right Planning Path
What Issues Should I Consider Before I Retire?
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This checklist covers 32 of the most important planning issues to identify and consider for a client 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
Updated for 3/15/2021
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— An advisor in Texas
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— Meghan, an advisor in Georgia
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