Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
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Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.