Is your 401(k) your retirement plan, or is it simply one piece of a much bigger picture? Katherine Groce and Lawrence Kiely explain why retirement planning can extend beyond investment balances to include income needs, taxes, risk, Social Security, legacy goals and the lifestyle you envision after work. They discuss why understanding your spending can become increasingly important as you move from accumulating savings to determining how those savings may support retirement. Plus, learn why a retirement roadmap may need to evolve as your goals and priorities change throughout retirement.

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