Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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Congratulations, you’re ready to commit. Perhaps you now share keys to the same front door or there’s a ring in your future.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Heading into retirement with confidence is easier if your strategy includes steps to help minimize taxes. Even though your income is likely to decline, you still could be subject to high taxes if you’re not careful.