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Some people quietly admit they have no idea what their future may hold. Visioning your retirement lifestyle is an easy and enjoyable process to help open what you want to be enjoying – what will help you fulfil your life and future years – once you move on from your current duties and activities.
Exit strategies from a pension are a vital consideration to enjoy the life you choose with the pension values you’ve accumulated. Some people choose to stay in their pension plan (and some pensions don’t even allow a choice). Yet many are electing to move their money from the pension into a self-directed strategy. The choice is a personal one, and the issues are vital and irrevocable.
Exit strategies for business support the lifestyle you choose, independence you can preserve, income that will last abundantly, and an estate to preserve family and philanthropy. Healthy strategies toward sale of a business are also vital to communities that want to protect and increase employment. Everyone wins when we can get this right.