RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
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Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.