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Retirement Planning Timeline

In this video, we will cover:

  • Am I prepared for my retirement?
  • How do I prepare for retirement in less than one year?
  • How do I prepare for retirement in 2-5 years?
  • Should I take the lump sum or annuity option?
  • Which investment options should I choose in my Savings Plan?
  • How do I optimize my rollover by using Net Unrealized Appreciation (NUA)?
  • How do I maximize my retirement cash flow and minimize tax liability?

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