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Summer 2017INSIDE THIS ISSUE Retirement Planning: On Your Own? (p. 2) Good Candidates for a Living Trust (p. 3)Investments (p. 6)How high can stocks go? (p. 6)Tax Currents (p. 8)Bad Advice from the

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What is retirement planning on your?

Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve those goals.

Who is required to file retirement planning on your?

Individuals who are planning for their retirement are required to file retirement planning.

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Retirement planning can be filled out by assessing current financial situation, setting retirement goals, creating a retirement income plan, and reviewing and adjusting the plan regularly.

What is the purpose of retirement planning on your?

The purpose of retirement planning is to ensure a financially secure and comfortable retirement by saving and investing wisely during working years.

What information must be reported on retirement planning on your?

Information such as current income, expenses, savings, investments, and retirement goals must be reported on retirement planning.

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