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Ready Set Retire is a financial planning program designed to help individuals prepare for retirement by assessing their current financial situation, identifying goals, and creating a personalized retirement plan.
Individuals approaching retirement age, typically those aged 50 and above, are encouraged to participate in the Ready Set Retire program, but it is not mandatory. However, those seeking to maximize their retirement benefits and ensure financial stability in retirement may find it beneficial.
To fill out Ready Set Retire, individuals should gather their financial documents, complete an online or paper questionnaire provided by the program, review their financial goals, and submit the necessary information to receive tailored retirement planning advice.
The purpose of Ready Set Retire is to assist individuals in preparing for retirement by providing tools, resources, and guidance to create an effective retirement strategy that addresses their financial needs and goals.
Participants must report their current income, expenses, assets, debts, retirement savings, and any expected future income sources such as social security or pensions.
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