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PENSION PLANDeferred Retirement Option Program 2018 EDITIONDISCLAIMER As much as possible, this guide is written in nontechnical terms, avoiding the formal language of retirement laws and rules. If questions

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What is retirement planning summary for?

The retirement planning summary is a document that summarizes an individual's financial plan and goals for retirement.

Who is required to file retirement planning summary for?

Any individual who is planning for retirement and wants to organize their financial planning in a structured manner may choose to fill out a retirement planning summary.

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To fill out a retirement planning summary, individuals can gather information about their current financial situation, set goals for retirement, and create a plan to achieve those goals.

What is the purpose of retirement planning summary for?

The purpose of a retirement planning summary is to help individuals track their progress towards their retirement goals and make adjustments as needed.

What information must be reported on retirement planning summary for?

Information such as current income, expenses, savings, investments, retirement accounts, debts, and future retirement goals must be reported on a retirement planning summary.

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