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White Paper: Moving From Inertia to Income: Insights Into Delivering Successful Retirement Outcomes

One of the most complex tasks people face today is financial planning for retirement. With the well-documented transition from state- and company-sponsored pension plans to individual IRA and 401(k) plans, much of the burden has shifted from financial professionals to individual investors. Recent research from Wells Fargo and Gallup, Inc., shows that few investors understand the key steps needed to plan for the retirement they desire and deserve.

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