Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
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Make your retirement as exciting as your next vacation.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.