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Requirements to be included in the plan include: Is Brian on-track to reach his retirement goal? If not, what would be needed for him to
Requirements to be included in the plan include:
- Is Brian on-track to reach his retirement goal? If not, what would be needed for him to get on-track?
- What specific recommendations would you have for Brian? Provide specific recommendations for Brian to implement today, including what type of retirement account to contribute to and by how much.
- When should Brian start taking Social Security benefits? How much will he receive in todays dollars if he takes benefits as you recommend? Why did you make this recommendation?
- Provide at least two other retirement alternatives for Brian to consider including financial requirements for each alternative.
- What other recommendations do you have for Brian to consider?
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