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Understanding the Basics

Get a Head Start on Your Retirement Today
  1. Take out a copy of your employee benefits handbook. If your employer furnishes you with annual employee retirement and benefit statements, make sure you have the most current copies. Gather the most recent copies of your savings and investment statements.
  2. Have a pencil and notepad available.
  3. Go straight to the next section on Action Steps. These are based on the number of years or months you are away from retirement.
  4. Spend some time exploring the sections referred to in the Action Steps. They will provide you with some of the answers you need to make important retirement decisions.
  5. Make this a family affair. Don't forget to involve your spouse. If you have older children, consider sharing with them some of your estate planning and retirement concerns.
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