You Can Outlive Your Money

You Can Outlive Your Money

You Can Outlive Your Money Key take-aways: Planning the first few years of retirement might be easy. What will the last five years (or ten years) look like? You CAN outlive your money - the risk is real.  Today, retirees may live into their 90s or even 100, increasing...

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The Trump Savings Account, part II

The Trump Savings Account, part II

Trump Savings Account Key take-aways: No tax deduction for contributions Cash only (no appreciated stock deposits) Contributions: before age 18: only parents, guardians, or employers can contribute (up to $5,000/year) Contributions: after 18 ? only the account owner...

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Trump Accounts Are Coming.  Now What?

Trump Accounts Are Coming. Now What?

Trump Accounts Are Coming.  Now What? Key take-aways: Ownership Structure: Trump Accounts are owned by the child, similar to a 529 college savings plan, emphasizing that they are primarily for retirement, not for college or home purchases. Account Features: These...

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