There are numerous myths, rules of thumb, traditions and other shortcuts surrounding retirement planning. Fallacies and poor assumptions are behind many of them. Using the shortcuts can reduce your financial security in retirement and make it harder for most people to have successful retirements. Yet, these traditions are widely accepted…
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The phone calls to us often start the same way: “My…
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Taxes & Retirement
The early months of the year are important for taxpayers ages 70½ and older who…
