Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.