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Goals and Challenges for Retirement Plan Sponsors Wells Fargo Form

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throughout your life a lot of emphasis is placed on saving for retirement building that nest egg however the need to focus on how you take out those retirement savings is just as important as how you put them in ask yourself this question what is your income distribution plan if you don't know the answer you'll need to start addressing a whole host of questions that get at your goals and needs in retirement questions like when will you retire at what age will you start taking distributions how often will you need to take money out what amount do you need to take out which accounts will you be taking the funds from and have you factored in those required minimum distributions that start at age 59 and a half how might your asset allocation change to accommodate your risk profile and the time in your life and really importantly how will you take distributions in the most tax efficient way

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