Nearing Retirement

 

The pre-retirement tasks you need to complete

June 26, 2017
 
 

Planning for retirement

There isn't a universal set of pre-retirement tasks, but planning for retirement is extremely important. Jonathan Kahler and Kahlilah Dowe discuss the importance of defining goals, identifying expenses, evaluating resources, and when to start collecting Social Security benefits.

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Notes:

  • All investing is subject to risk, including the possible loss of the money you invest. Be aware that fluctuations in the financial markets and other factors may cause declines in the value of your account. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. Diversification does not ensure a profit or protect against a loss. Past performance is not a guarantee of future results.
  • This webcast is for educational purposes only. We recommend that you consult a tax or financial advisor about your individual situation.
  • Advice services are provided by Vanguard Advisers, Inc., a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited-purpose trust company.

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