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Retiring Next Year? Here are some pre-planning tips to set you up for success. - Morningstar
Retirement planning can be an intimidating process for many folks, involving Social Security benefit claiming, investment strategies, health care cost estimating, tax strategies, etc. In this segment of Morningstar’s Retirement Countdown series, Christine Benz focuses on the near term, outlining key items to consider for anyone planning to transition into retirement within the next year. It’s a ten-minute video segment that concludes with a checklist to help you retain the insights covered. Check out the video here…