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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 11/15/2020

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