Visual Insights Newsletter – How Far Could $1 Million Go in Retirement?

A million dollars used to be the ultimate target for retirement portfolios. Retiring as a millionaire brought status and confidence that you could live comfortably during your golden years.

Just how far could it go these days? The answer depends on how and where you live.

Let’s see how long a $1 million nest egg could last where you want to retire — or wherever you’ve already retired.

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New Regulations Open 6 Estate Plan “Wormholes” & Why You Should Revisit Your Plan Right Away

New Regulations Open 6 Estate Plan “Wormholes” & Why You Should Revisit Your Plan Right Away

Massive changes introduced by recent laws have made many estate strategies outdated. If you haven’t created or reviewed your estate plans in light of these new rules, you’re at risk of… Accidentally disinheriting your spouse (because of an outdated trust or estate strategy) Failing to take advantage of a temporary tax window (just through 2025) Shortchanging your loved ones by leaving Uncle Sam too much of your hard-earned money Forcing your loved ones to liquidate their inheritance to pay taxes (because IRA rules changed) Not taking full...

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