Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.