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 6/9/2020
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