Great Waters Financial &

Cover Your Assets

Retirement Checklist

We’ve compiled this timeline checklist to organize the critical topics you should think about depending on where you are on the road to your retirement.

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How to Reduce Your Taxes in Retirement

One of the most important questions you should ask is, "How will I be taxed in retirement?" That’s because, according to the FINRA, “income taxes can be your single largest expense in retirement.”

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