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  1. Answer a few questions about yourself, your income, and your current retirement savings, and My Retirement Plan will calculate how much you may need in retirement, recommend a monthly amount to save, and provide you manageable steps to take to get you closer to your goals.

  2. Refine and improve your plan. Review your plan whenever your financial situation changes, but review at least once a year. Create a more conservative plan to guard against the unexpected. Review the projected amount of monthly income in retirement. Consider easing into retirement. Plan for the worst-case scenario.

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