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RETIREMENT PLANNING CHECKLIST Congratulations on your upcoming retirement! We understand it is a big decision, and we are here to help. Here is what you need to know. WHEN YOU ARE 2 10 YEARS FROM

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What is we understand it is?

We understand it as a form that needs to be filled out for tax purposes.

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Individuals, businesses, and organizations meeting certain criteria are required to file it.

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It can be filled out either online or by mail, following the instructions provided.

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The purpose is to report relevant financial information to the appropriate tax authorities.

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Information such as income, expenses, and deductions must be reported.

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