Accumulating Income in the Decumulation Phase of Life: Retirement
Retirement is often called the “decumulation” phase, when retirees are steadily spending down their assets. However, many retirees are...
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Kimberly Hegwood
Sep 20, 20163 min read
An IRA Trust Might Be Preferred Over Naming Individuals or a Revocable Living Trusts
If you maxed out your work 401(k) by taking advantage of matching funds and rolled this to an IRA when you retired, you might not need...
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