A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
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A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.