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Mainstay Funds Redemption/Systematic Withdrawal Form Account balances of less than $1,000 will be charged an annual per-account fee. For additional information, including certain exceptions, please

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How to fill out your retirement savings plan

01

Set a goal for your retirement savings plan, determining how much you will need to retire comfortably.

02

Start contributing to your retirement savings plan as early as possible to take advantage of compounding interest.

03

Regularly review and adjust your retirement savings plan, taking into account changes in your financial situation and retirement goals.

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Consider diversifying your investments within your retirement savings plan to manage risk and potentially increase returns.

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Consult with a financial advisor to help you create and optimize your retirement savings plan.

Who needs your retirement savings plan?

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Anyone who wants to ensure financial security during their retirement years.

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Individuals who do not have a pension or other retirement benefits from their employer.

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Self-employed individuals who do not have access to a company-sponsored retirement plan.

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Young professionals who want to start saving for retirement early and take advantage of compound interest.

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What is your retirement savings plan?

My retirement savings plan is a combination of employer-sponsored retirement accounts, individual retirement accounts (IRAs), and other personal savings earmarked for retirement.

Who is required to file your retirement savings plan?

I am required to file my own retirement savings plan.

How to fill out your retirement savings plan?

To fill out my retirement savings plan, I need to gather information on all my retirement accounts, contributions, and projections for future savings.

What is the purpose of your retirement savings plan?

The purpose of my retirement savings plan is to ensure that I am financially prepared for retirement and can maintain my desired lifestyle.

What information must be reported on your retirement savings plan?

I must report details of all my retirement accounts, contributions, investment holdings, and updates on my retirement goals.

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