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What’s Included?
Savings and income projection (401(k), IRA, pensions)
Gap assessment and retirement timeline
Social Security timing and tax efficiency overview
Withdrawal strategy and next steps
Ideal for: Mid-career professionals or near-retirees who want to get specific.
What’s Included?
Savings and income projection (401(k), IRA, pensions)
Gap assessment and retirement timeline
Social Security timing and tax efficiency overview
Withdrawal strategy and next steps
Ideal for: Mid-career professionals or near-retirees who want to get specific.