Before you begin looking at other aspects of retirement analysis, what should you determine?

Name: Before you begin looking at other aspects of retirement analysis, what should you determine?
Brand: Quizplus
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Question

Quizplus · Accepted Answer

There are many factors in retirement analysis. However, you should first determine the client's personal objectives for retirement. This will help you determine other factors, such as the client's income and expense needs, and it drives the retirement analysis.

Before You Begin Looking at Other Aspects of Retirement Analysis