Retirement Planning and Superannuation Advice

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How much money you’ll need to retire? Most people can now expect to live well into their 80s. This means if you stop working in your mid-60s, you'll need retirement income for 20 years or more. Making a retirement plan can help you manage your finances, and cope better as your life and priorities change. Your main options are: an account-based pension an annuity a lump sum, or a combination of these. Or consider a transition to retirement strategy. Check if you're eligible for the Age Pension, government benefits or seniors concessions. See how tax on retirement income works and where to get help if you need it. Weigh up the pros and cons if you’re considering downsizing your home, or a reverse mortgage or home equity release product.

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