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Brad Rhodes: Does Your Client's Retirement Account Need Rescuing? – InsuranceNewsNet

For example, we recently reviewed a client situation where the plan holder had a $6 million balance. The client was disappointed to learn that, under the client's current structure when distributed over 10 years, the $6 million would be slashed because of taxes by $2.6 million and only yield $3.4 million net proceeds to the beneficiaries. The $2.6 million of...
Mashonaland East Brad Rhodes Salisbury Post For Your Qualified Syndicated Columnists

Brad Rhodes: Worried About Retirement Money? Outsource The Risk – InsuranceNewsNet

Transitioning from being a saver in the accumulation phase to a spender in the spend-down stage of your financial life means you will be required to not only keep a close eye on your investments, spending, and taxes but for also creating your own "paycheck." This paycheck might result from living off the interest or dividends from investments for some retirees.
Mashonaland East Dave Ramsey Salisbury Post

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