Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.