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Profit and prosper with the best of expert advice on investing, taxes, retirement, personal finance and more - straight to your e-mail.
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For the 2% Club, Guardrails and the 4% Rule Do Not WorkFor retirees with a pension, traditional withdrawal rules could be too restrictive. You need a tailored income plan that is much more flexible and realistic.
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Now Is the Time to Start Designing Your 2027 RetirementThis is when you should be shifting your focus from growing your portfolio to designing an income and tax strategy that aligns your resources with your purpose.
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Reduce Stress With a Layered Approach for Your Retirement MoneyTo be confident about retirement, consider building a safety net by dividing assets into distinct layers and establishing a regular review process. Here's how.
