Six Steps to Consider Before Tapping Your Retirement Savings Plan

You’ve worked long and hard for years, saving diligently through your employer-sponsored retirement savings plan. Now, with retirement on the horizon, it’s time to begin thinking about how to tap your plan assets for income. But hold on, not so fast. You may need to take a few steps first. 

Step 1: Evaluate your needs

The first step in any retirement income plan is to estimate how much income you’ll need to meet your desired lifestyle.

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