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WHAT’S YOUR CURRENT LIFE PHASE?

You may be…

  • No longer working and earning an income
  • Traveling more, finding joy in family and friends
  • Volunteering, mentoring, or supporting causes you care about

In this phase, understanding the best approaches to drawing income from your assets is crucial. There are important tax consequences to consider. And if you haven’t already done so, it’s time to plan for your legacy.

How should your remaining resources be shared beyond your lifetime?

 

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