On the Verge of Retiring? Nine Financial Moves to Smooth the Transition

People spend decades thinking about, and saving toward, retirement. But what happens once they actually have a year in mind for the Big R? What to do now that retirement appears imminent?

Whether you have a retirement date circled in ink or in pencil, now it’s time to start preparing in earnest with a series of financial moves to help ensure the assets you’ve worked so hard to build are well positioned for the next stage of life. These moves are designed to smooth what can be a difficult transition on several levels:
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