Seven Life-Defining Financial Decisions

This booklet is intended to provide general information. It should not be used as a substitute for legal or other professional advice. Regulations governing retirement plans change rather often, and can apply differently to people in different circumstances.

Because the booklet is meant only for general guidance, persons wanting specific advice suitable for their own circumstances should engage a qualified professional advisor such as an actuary who counsels individuals, an attorney, or a financial planner.

English and Spanish versions of the complete booklet can be downloaded below:

• Seven Life-Defining Financial Decisions (pdf)

• Siete Decisiones Financieras Que Pueden Definir El Rumbo De Su Vida (pdf)

• Full research and background paper on Seven Life-Defining Financial Decisions

• Seven Life-Defining Financial Decisions order form (pdf)

These materials are intended to provide general information and should not be used as a substitute for legal or other professional advice. Every effort has been made to ensure that the information contained in these materials were true and accurate at the time of publication. Some information may have changed since publication.