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THREE STEPS TO RETIREMENT Step One:Create a retirement estimate.* To create a personalized retirement estimate: Visit www.ers.state.tx.us. Click Access My Account in the upper right corner. Click
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Three steps to retirement is a planning process that involves setting financial goals, saving for retirement, and creating a retirement income strategy.
Individuals who are planning for retirement and want to ensure they have enough funds to support their lifestyle after they stop working are required to follow the three steps to retirement.
To fill out three steps to retirement, individuals need to assess their current financial situation, set retirement goals, develop a plan to save for retirement, and create a strategy for withdrawing income during retirement.
The purpose of three steps to retirement is to help individuals plan and save for a secure and comfortable retirement.
Information that must be reported on three steps to retirement includes current income, expenses, savings, investments, retirement goals, and retirement income sources.
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