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Are You On Track to Becoming a Multi-Millionaire? (Don’t Miss These Important Milestones!)

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Customizing Retirement Plans and Post-Retirement Complexities

Exploring the critical aspects of custom retirement plans, including factors like living expenses, pension income, and social security, with a focus on stress-testing against market variations. The chapter also discusses post-retirement complexities such as Medicare, taxable income effects, Roth conversions, and ongoing financial planning needs.

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