How Often Should You Review Your Retirement Plan?

Whatever your investment plan, it is important to review it at least once a year.  Of particular importance is to establish whether or not you are saving enough and if there is a need to adjust or change any of your investments.

January and February, just before the end of the tax year, is the best time to review your retirement plan and to make sure you are taking maximum advantage of the tax concessions particularly those attributable to retirement fund investment.

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