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Your Guide to Retirement Savings BGC Partners, Inc. Deferral Plan for Employees of BGC Partners, Inc., Cantor Fitzgerald, L.P. & Their AffiliatesEnrollment Guide Offered by: Benefits, LLC 8EastGermantownPike,Suite200

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How to fill out your guide to retirement

01

Start by gathering all your financial information, including bank statements, investment accounts, and any other sources of income or assets.

02

Determine your retirement goals and calculate how much money you will need to save. Consider factors such as living expenses, healthcare costs, and any desired lifestyle changes.

03

Create a budget to track your income and expenses. Identify areas where you can cut back on spending and allocate more money towards retirement savings.

04

Explore different retirement savings options, such as employer-sponsored plans (like a 401(k)), individual retirement accounts (IRAs), and annuities. Consider seeking the advice of a financial advisor to help you make informed decisions.

05

Set up automatic contributions to your retirement accounts. Consistently contribute a percentage of your income to ensure steady savings growth over time.

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Review your investment strategy regularly. Adjust your portfolio as needed to balance risk and return based on your age, investment timeline, and risk tolerance.

07

Maximize your Social Security benefits by understanding the rules and timing your benefits to optimize your monthly payments.

08

Consider potential healthcare costs in retirement and explore options for long-term care insurance or Medicare coverage.

09

Continually educate yourself about retirement planning by reading books, attending seminars, or staying updated on financial news.

10

Periodically reassess your retirement plan and make adjustments based on changes in your financial situation, goals, or market conditions.

Who needs your guide to retirement?

01

Anyone who is planning for retirement can benefit from our guide. Whether you are just starting to save or nearing retirement age, our guide provides valuable information and step-by-step instructions to help you make informed decisions about your retirement. It is especially useful for individuals who want to take control of their financial future and ensure a comfortable retirement.

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What is your guide to retirement?

The guide to retirement provides information and resources to help individuals plan for retirement.

Who is required to file your guide to retirement?

Anyone who is planning for retirement or interested in learning more about retirement planning.

How to fill out your guide to retirement?

You can fill out the guide to retirement by following the step-by-step instructions provided in the document.

What is the purpose of your guide to retirement?

The purpose of the guide to retirement is to assist individuals in understanding the various aspects of retirement planning and making informed decisions.

What information must be reported on your guide to retirement?

The guide to retirement may include information on savings, investments, pensions, Social Security, healthcare, and other topics related to retirement planning.

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