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THE MOST CRITICAL TIME IN RETIREMENT PLANNING:

TRANSITION

In the transition stage you need to ask several questions (like the ones below) in order to transition your account from the accumulation stage to the income stage.  

Doing this 7-10 years before hand gives you an upper hand going into retirement.

How are you planning on withdrawing from your retirement accounts?

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When is the best time to take Social Security?

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How should I invest my retirement accounts in or near retirement?

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When can I start withdrawing without a penalty?

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WHAT'S RIGHT FOR YOU?  CLICK BELOW OR CALL US (435-535-1630) FOR YOUR PERSONALIZED TRANSITION PLAN CONSULTATION.

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