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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A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).