Click For Yes Click For Yes I am saving for retirement in an employer-sponsored retirement plan or an IRA or ROTH. I have left my 401(k) type account at a former employer. I have saved at least six months of expenses in a savings account to handle the unexpected.* I have life insurance and/or disability insurance, either through work or a private plan. I have already prepared one or more of the following for when I pass away: will, health care power of attorney, or health care directive.

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