Lifetime Income Series: Negotiating Your Exit Package

This week on the Lifetime Income Series, Jim and John go beyond retirement planning to focus on exit planning from your job. As retirement approaches, you are getting ready to go through an exit plan, but costly mistakes can affect your retirement plans. They cover many of the mistakes executives make and other important issues of which to be aware. Exit planning should be done five to ten years before retirement. This is very important because retirement can often come suddenly, due to health, layoffs, buyouts or other reasons. Jim lays out these challenges, and possible solutions, through the case study of Sam and Natalie.

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