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Retirement Planning For 30-Somethings: Conclusion

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Consider working with a team of professionals to ensure proper management of your retirement assets and effective retirement planning. Possible members of your team include your financial advisor, who would help you with portfolio design and other investment decisions, your tax professional, who can help you to minimize income tax, and an estate planning attorney, who can help you with beneficiary planning matters. One way to make sure that your team works effectively is to ensure that they are aware of each other's roles, and that they communicate with each other regarding your retirement. This will help to ensure that there is no discrepancy if your plans; in addition, gaps would be more easily identified and rectified with workable solutions.




by

Denise Appleby

Denise Appleby
Denise Appleby is founder and owner of Appleby Retirement Consulting,which provides technical consultation, content, coaching, writing, editing and training services on related topics.


With more than 14 years of experience in the IRA and defined-contribution plans fields, Appleby has held several senior retirement-plan related positions with Pershing LLC, which included vice president of plans products and services, retirement plans manager, trainer, training manager, compliance consultant, technical help desk manager and writer.

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