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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With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."