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VOICES: Dana Levit, On Retirement-Income Strategies

January 08, 2010

When counseling clients on whether or not they are financially ready to retire what should one consider? In the Wall Street Journal article "VOICES: Dana Levit, On Retirement-Income Strategies" by Thomas Coyle, Dana Levit uses a series of retirement projections to determine if their spending is in line with their savings. From there she works with them to develop "a system that provides a paycheck in retirement."

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