Year-End Planning Checklist for Retirees

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Episode Overview Year-end planning doesn't have to become a giant project. Roger walks through the key items every retiree should put eyes on before December 31st -- not to do everything, but to avoid the unforced errors that sneak up on you. He also takes listener questions on coordinating Social Security survivor benefits, weighing a teacher pension lump sum against a higher annual payment, what happens to capital losses when there are no gains to offset, and how to build enough confidence to actually pull the trigger on retirement. Outline Of This Episode Of The Retirement Answer Man (00:00) Year-end planning is about avoiding unforced errors -- not turning the checklist into a project…