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Nearing retirement



If you're five years or less from retirement, time to meet with your financial advisor and plan carefully.



Plan, Plan, Plan
Retire by design, not default

How to estimate your retirement income needs
The big retirement question: how much will you need to retire

Tax strategies
Maximizing your retirement income

When should you tap Social Security benefits?
Payments can vary depending on when you start






First used: December 2012.
RFS 9589





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