Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
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Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Around the country, attitudes about retirement are shifting.