Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Beneficiary designations allow assets to pass directly to whomever you designate thus by-passing the costs and time involved with the probate process.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.