The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
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There’s an alarming difference between perception and reality for current and future retirees.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.