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Tax Time is the Perfect Retirement Planning Time

Tax Time is the Perfect Retirement Planning Time

Saving for Retirement

Tax Time is the Perfect Retirement Planning Time

Fortunately, much of the information you need to file your taxes can also help you prepare for retirement – and keep accurate, up to date files of the information you’ll need to plan for your retirement. Financial account statements, retirement plan statements, Social Security benefit statements, mortgage payoff documents, health care plan information – all these are important retirement planning tools, too. Even if you don’t read them all now, file them in one place. After you are organized you can use what you’ve gathered to create your retirement plan. In fact, while you’re at the accountant having your taxes prepared, talk about putting together a retirement plan, too.

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