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Have I saved enough to retire? This is the most critical question to answer and first one all potential retirees must answer. Do I have enough money to leave my job and not risk running out of money? There are many great basic tools online, such as retirement calculators, and some common calculations that can help you begin the process of confirming if you have saved enough.
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Decide what you want your retirement to look like so that you can make good financial decisions to accomplish your vision.
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As you approach retirement, it’s important to keep in mind the complexity that comes along with planning to distribute your retirement savings. Leading up to retirement, financial decisions are relatively simple. You decide how much you can save, what type of account to save it in, and how to invest within that account. Once you actually retire and need to use your savings, things get much more complex.
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After working for the majority of one's life to save enough to retire, the last thing most potential retirees want to do is give back a large portion of their next egg to the government in the form of taxes. Of course, everyone is required to obey the tax laws and most want to avoid undue penalties or worse, by running afoul of the IRS. But within the limits of the tax code, there are several strategies that early retirees can use to minimize the amount of their assets that are subject to high taxes in retirement.
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