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ADDITIONAL ASSETS & INVESTMENTS
Additional investment opportunities can help boost your savings and income to better prepare you for retirement.
Contributing to an IRA can be a great way to save additional dollars toward retirement. Another key part is reviewing Social Security benefits to help determine a retirement date.
Annuities are an option that should provide a lifelong stream of income in retirement.
Real estate and rental properties are ways to generate passive income and if the properties appreciate, they could act as a good nest egg for future advanced planning strategies.
GOAL
Evaluate other investment opportunities and vehicles.
CHECKPOINTS
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IRAs
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Annuities
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Social Security
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Real Estate
RESOURCES
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