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Top 10 Investment Planning Decisions As You Approach Retirement (Part One)

By: Brett S. Miller, CPA, CFP®

You’ll face more financial investment decisions in the five years preceding retirement than any other time in your life. And since most involve huge dollar amounts, getting these decisions right can add substantial amounts to your retirement nest egg, while mistakes can easily force you to postpone retirement or accept a lower standard of living. Since selling your practice and transitioning to retirement is a one-time event, you don’t have the opportunity to learn from your mistakes. Below we discuss the key investment issues you must master to “be prepared” for retirement...

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The McGill Advisory is designed to provide accurate and authoritative information with regard to the subject matter covered. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional services. If legal or accounting advice or other expert assistance is required, the services of a competent professional should be sought.

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