Making the Transition: A Pre-Retirement Checklist

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Making the Transition: A Pre-Retirement Checklist
Fidelity Investments via 401kHelpCenter.com

[Opinion]
Mar. 9, 2005

Excerpt: Although many recent retirees report that they are living the lifestyle that they had hoped in retirement, over half look back on the years before leaving the workplace and wish they had done more to prepare, according to a study by Fidelity Investments.1 Here is a checklist prepared by Fidelity Investments that should help those approaching retirement.

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