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Retirement Planning* College Planning* 401(k) Rollovers* Income Tax Preparation* Investments* Insurance×KO LER FINANCIAL GROUP Donna×, Michael×, Jerry* & David* (Parishioners)6400 Pearl Road, Parma

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What is retirement planning?

Retirement planning is the process of setting goals and saving money to achieve financial independence during retirement.

Who is required to file retirement planning?

Individuals who want to secure their financial future and enjoy a comfortable retirement are encouraged to engage in retirement planning.

How to fill out retirement planning?

Retirement planning can be filled out by consulting a financial advisor, creating a budget, and investing in retirement accounts such as 401(k) or IRA.

What is the purpose of retirement planning?

The purpose of retirement planning is to ensure financial security during retirement years, allowing individuals to maintain their desired lifestyle without financial stress.

What information must be reported on retirement planning?

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

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