In this recent ThinkAdvisor article, Charley Corbett discusses a retirement planning case involving a client with $5 million in assets who was spending just $100,000 a year. The article examines how reviewing her accounts, income needs and tax strategy helped address important gaps in her retirement plan.
After all your years of hard work and disciplined saving, you’ve made it to retirement – congratulations! Now, the challenge becomes tackling common retirement transition concerns so that you can live out the ideal retirement you’ve dreamed of.
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