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FINANCIAL LITERACY EDUCATION PROGRAMSYour Retirement Plan At Work
Education Program WorkbookSAVING : INVESTING : PLANNINGFINANCIAL LITERACY EDUCATION PROGRAMSYour challenge: obtaining
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What is your retirement plan at?
My retirement plan is to save enough money to comfortably retire and enjoy my golden years.
Who is required to file your retirement plan at?
Individuals who have retirement accounts such as 401(k)s, IRAs, or pensions are required to file their retirement plan.
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You can fill out your retirement plan by gathering all necessary financial information, setting retirement goals, and creating a savings strategy.
What is the purpose of your retirement plan at?
The purpose of a retirement plan is to ensure financial security during retirement years by saving and investing wisely.
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Information such as current retirement account balances, contribution amounts, investment strategies, and projected retirement age must be reported on a retirement plan.
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