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Will You Outlive Your Assets?

Will You Outlive Your Assets?

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A recent study showed that two thirds of investors aged 55-75 are worried about outliving their retirement savings. Dave and Jonathan discuss the factors involved and how having a written plan can help alleviate these worries. They also discuss how to make wise decisions regarding your IRA and 401K plans regarding investment options and tax ramifications, as well as answering listener questions from the mailbag.
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