Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.