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Wealth Planning Before Retirement: Key Concepts
MassMutualLink to more items from this source
Oct. 20, 2021

"Wealth planning involves a comprehensive review of all the decisions that affect your finances as you progress into retirement, from housing choices and eldercare options to investment strategies and charitable goals. It also, of course, seeks to ensure that all estate planning documents are in place to protect your interests in the event that you become incapacitated, and ultimately provide for the tax-efficient transfer of assets to the next generation."

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