Your retirement income planning checklist

  • Plan for a long life

  • Plan for increases in health care expenses.

  • Have a housing plan

  • Plan for long term care  assistance

  • Plan for the impact of inflation

  • Regularly evaluate your goals.

  • Optimize social security benefits.

  • Avoid unnecessary taxes.

  • Have an effective distribution stratagy

  • Utilize a variety of financial products.

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