Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Here's one strategy that combines two different annuities to generate income and rebuild principal.