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1. Discuss the relationship of retirement planning to financial planning; do investment and tax planning have a role in retirement planning? 2. Identify and briefly

1. Discuss the relationship of retirement planning to financial planning; do investment and tax planning have a role in retirement planning? 2. Identify and briefly discuss the three biggest mistakes people tend to make when setting up retirement programs. 3. How do income needs fit in the retirement planning process? 4. What are the most important sources of retirement income?

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