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Request for assistance


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Guest jtdplan
Posted

This is my first time to use this forum, so bear with me.

I am working with a 57 year-old male dentist, married and has one 10 year old-child. After having done the planning, he needs to be investing $5,000 per month for his benefit to reach a 10 year retirement goal. We are currently working with a pension actuary with respect to a defined benefit plan.

My question is: "Other than the defined benefit plans ,what other retirement building blocks should I be considering?

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