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I'm about to retire

What do you want to learn about?

Today's financial needs | Planning for retirement | Living in retirement | Protecting assets

Today's financial needs

Budgeting for today and tomorrow

Budgeting for today and tomorrow

Credit basics

Credit basics

How do I pay off debt and save at the same time?

How do I pay off debt and save at the same time?

Five steps to financial wellness

Five steps to financial wellness

The (very) basics of taxes

The (very) basics of taxes

Ways to reduce your income taxes

Ways to reduce your income taxes

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Planning for retirement

Keeping your portfolio balanced

Keeping your portfolio balanced

Avoiding emotional investing

Avoiding emotional investing

Stay in my plan or start taking money?

Stay in my plan or start taking money?

Key milestones

Key milestones

When should I file for Social Security?

When should I file for Social Security?

Rollovers

Rollovers

Social Security filing rules for beneficiaries

Social Security filing rules for beneficiaries

Income sources in retirement

Income sources in retirement

Roth vs. traditional: Which is better?

Roth vs. traditional: Which is better?

What to do during a down market

What to do during a down market

What is a withdrawal strategy?

What is a withdrawal strategy?

What is the 4% rule of retirement income?

What is the 4% rule of retirement income?

Prepare for financial risks

Prepare for financial risks

7 withdrawal strategies to consider before you retire

7 withdrawal strategies to consider before you retire

How retirement savings are taxed

How retirement savings are taxed

Benefits of continuing to work in retirement

Benefits of continuing to work in retirement

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Living in retirement

Paying for health care in retirement

Paying for health care in retirement

Planning for the cost of long-term care

Planning for the cost of long-term care

Medicare 101

Medicare 101

Do I have to take all my money at once?

Do I have to take all my money at once?

It's never too late to start investing

It's never too late to start investing

Working while retired

Working while retired

The value of my money now may be different in retirement

The value of my money now may be different in retirement

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Protecting assets

Protecting your assets & estate planning

Protecting your assets & estate planning

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More life stages

I'm just getting started | I've been saving & investing | I'm about to retire | I'm retired
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Palm Beach County Deferred Compensation PlanPalm Beach County logo with text labelling the logo specific to Deferred Compensation Plan