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Your Retirement Review 3 questions to think about SIGN UP FOR FIDELITY PORTFOLIO ADVISORY SERVICE AT WORK. Get a 90-day introduction and pay 0% net advisory fee. Sign up by 12/15/2012. 1. Are your
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How to fill out your retirement review:

01
Start by gathering all the necessary documents, such as your current retirement account statements, Social Security statements, and any other relevant financial information.
02
Review your retirement goals and objectives to ensure they are still aligned with your current situation and future plans.
03
Evaluate your current retirement savings and investments to determine if any adjustments or rebalancing are needed.
04
Assess your risk tolerance and make any necessary changes to your investment strategy to align with your comfort level.
05
Consider the impact of inflation, taxes, and any other factors that may affect your retirement savings and income.
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Review your retirement income sources, such as pensions, annuities, and Social Security, to understand how they will contribute to your overall retirement income.
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Determine your expected retirement expenses and create a budget to ensure you have enough income to cover all your needs and goals.
08
Consider consulting with a financial advisor for personalized advice and guidance tailored to your specific retirement objectives and circumstances.

Who needs your retirement review?

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Individuals approaching retirement age who want to ensure they are on track to meet their financial goals.
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People who have experienced significant life changes, such as job loss or divorce, and need to reassess their retirement plans.
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Retirees who want to manage and optimize their retirement income and savings to ensure a comfortable and secure retirement.
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Your retirement review is a report detailing your current financial situation and future plans for retirement.
All individuals who are eligible for retirement benefits are required to file their retirement review.
You can fill out your retirement review by providing accurate and up-to-date information about your income, savings, investments, and retirement goals.
The purpose of your retirement review is to assess your readiness for retirement and identify any potential gaps in your retirement savings and planning.
You must report information about your current income, savings, investments, debts, expenses, and anticipated retirement expenses.
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