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Up Your Retirement Planning Game

This piece in Kiplinger by Mark B. Fricks explains how retirement planning resembles chess due the complex number of factors at play in both endeavors. Step one is organizing retirement assets, preferably in Excel, and noting the tax treatment of each (401k, IRS, 403b, etc.) Step two is to determine retirement goals, needs, and wishes. Step three is to make a plan on how to get from what you have to what you want. Full article here.

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