This workbook helps you identify your needs, wants, and wishes for retirement and gives you a summary of your retirement income needs.

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Quick tax facts for individuals, estates and trusts, heads of household, and married filing separately.

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Calculate you living expenses, life insurance, income gap, and more.

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What You Need to Know

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Before you file your taxes, review the following list of items. This checklist will aid you in gathering important documents that are generally needed in order to file your tax return.

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Check out this article for important Social Security facts.

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This chart compares the various types of retirement plans.

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Compare the various types of IRAs for 2021.

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