The Stunning Problem With The 4% Retirement Income Rule In One Chart
Are you in the “retirement bubble”? The retirement bubble is the few years leading up to retirement and the first few years in retirement when your retirement nest egg is most vulnerable to market shocks. Why? It is because of sequence of investment returns risk. Sequence of investment returns is …
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Here is the true value of having a fully paid-off home in America — especially when you're heading into retirement
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IRS Quietly Changes The Rule On How Your Children’s Inheritance Will Be Taxed
The IRS issued Revenue Ruling 2023-2, which had a substantial impact on estate planning, particularly where an irrevocable trust is involved. In the …