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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If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
The second iteration of the SECURE Act brings forward several changes to the world of retirement.