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Life Events: Retirement

NEW! The Great Drawdown: How To Optimize Stock-Based Compensation For Retirement Planning This is premium content

Chuck Steege
When retirement is unplanned or taken early, there may be a gap between your retirement date and the qualifying age for retirement-plan distributions and Social Security. To bridge that gap, stock-based compensation can help, but its complexity can be confusing. This article seeks to help you factor in stock compensation when you sequence cash flows to cover living expenses in retirement.
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