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How to Turn Your 2025 Tax Return Into a Retirement Planning Checkup
The Motley Fool·
After completing your 2025 tax filing, use the gathered financial information to conduct a comprehensive retirement planning checkup. Create a personal balance sheet listing assets and liabilities, review your investment portfolio for alignment with your current life situation, ensure adequate emergency savings (3-6 months of expenses), and assess your retirement savings against age and income benchmarks to determine if adjustments are needed.
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