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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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Have you considered the special tax treatment on company stock held in a 401(k) plan?
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.