Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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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.
Millennials can opt to follow a values-based investing strategy to invest their money in conscientious ways.
Tax deferral versus tax-efficient vehicles like Roth 4019k)s, Roth IRAs and Life Insurance.