Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
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Tax deferral versus tax-efficient vehicles like Roth 4019k)s, Roth IRAs and Life Insurance.
Second marriages are a trigger event to revisit any existing estate strategies.
It’s easy to feel invincible when you’re young, healthy and have a steady paycheck. After all, the chances of something catastrophic happening to you are pretty low, right?