Retirees Are Keeping Their Money Longer in Retirement Plans. Should You?

Reported 6 months ago

As retirement approaches, it's crucial to monitor fees and asset allocations in retirement plans to ensure optimal financial security. Options include leaving money in the plan, rolling it over into an IRA, or taking out funds with tax implications. By working with a financial advisor, retirees can strategize on maintaining asset allocation and avoiding unnecessary taxes or penalties, ultimately supporting their retirement goals and financial stability.

Source: YAHOO

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