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12TopicsFinancialAdvisorsCanAskTheirClients
1. Moneyandthemeaningofmoney
Whatareyourmoneyfears?
Whatdoyoufeelismostimportanttoteachyourchildrenorgrandchildrenabout
money?
Whatdoyouwanttoachievewithyourmoney?
Whatisfinancialfreedom?
Whatdoesarichlifelooklike?
2
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What is retirementwhatsnext?
Retirementwhatsnext is a form used to declare retirement plans or accounts.
Who is required to file retirementwhatsnext?
Individuals who have retirement plans or accounts are required to file retirementwhatsnext.
How to fill out retirementwhatsnext?
Retirementwhatsnext can be filled out electronically or on paper, providing all required information about retirement plans or accounts.
What is the purpose of retirementwhatsnext?
The purpose of retirementwhatsnext is to report information about retirement plans or accounts for tax or regulatory purposes.
What information must be reported on retirementwhatsnext?
Information such as account balances, contributions, distributions, and any other relevant details about retirement plans or accounts must be reported on retirementwhatsnext.
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