Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.