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The Efficient Retirement Newsletter (10-15-2020)  Thumbnail

The Efficient Retirement Newsletter (10-15-2020)

The Efficient Retirement: Saving for and Spending in Retirement: Tax-Deferred vs. Tax-Free, Tax-Smart Retirement Savings for High-Income Earners, 5 Keys to Increase Portfolio Longevity, How to Mitigate Inflation Risk in a Retirement Income Plan, What is an RICP, and Why Should Retirees Care? and Is Your Retirement Income Planning the Most Efficient.

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3-2-1 Newsletter (8-13-2020)  Thumbnail

3-2-1 Newsletter (8-13-2020)

In this issue: 3 simple things alone will determine retirement success, 4 things to consider to maintain retirement security, How you spend determines how long you spend, Are Markets And The Real Economy Disconnected? When Are People Claiming Social Security? and Determining the role of work in retirement.

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3-2-1 Newsletter (6-18-2020)  Thumbnail

3-2-1 Newsletter (6-18-2020)

In this issue: How good is your strategy for converting assets into retirement income? Choosing the most tax-efficient distribution strategy, The Insecurity of Social Security, Which Makes More Sense for Retirees: A Total-Return or Income Portfolio? and Deciding how to invest in retirement.

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3-2-1 Newsletter (4-30-2020) Thumbnail

3-2-1 Newsletter (4-30-2020)

In this issue: You have to pull, breathe, kick, and glide in retirement, A consistent rebalancing strategy removes emotion and reaches investment goals, What can you do for your retirement in 5 minutes? Does your retirement account for a Social Security benefit reduction? What the COVID-19 pandemic means to retirees and soon-to-be retirees and COVID-19 Pandemic Smart Personal Finance Habit Of The Week.

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