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Ten Questions for Retirement or Company Downsizing The Princeton Group at Morgan Stanley 1200 Leno Drive, Suite 300 P.O. Box 1573 Princeton, NJ 08542 800 Newport Center Drive #700 Newport Beach, CA
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How to fill out ten questions for retirement

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Start by gathering all relevant information about your retirement, such as your current age, desired retirement age, and estimated life expectancy.
02
Determine your current income and expenses, including any pensions or Social Security benefits you may be eligible for.
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Calculate your retirement savings, including 401(k) or IRA accounts, and any other investments or assets you plan to rely on during retirement.
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Assess your risk tolerance and investment strategy preferences to determine the appropriate allocation of assets for your retirement portfolio.
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Consider any potential sources of income during retirement, such as rental properties or part-time work, and factor them into your overall financial plan.
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Evaluate your insurance needs during retirement, including health insurance, long-term care insurance, and any other coverage that may be necessary.
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Take into account the potential impact of inflation on your retirement expenses and adjust your financial plan accordingly.
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Review any existing estate planning documents, such as wills or trusts, and make any necessary updates to ensure your wishes are carried out during retirement.
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Regularly review and update your retirement plan as necessary, taking into account any changes in your financial situation or personal goals.

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Individuals who value having a structured approach to retirement planning with a set of ten questions.
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