Principles of Preserving Wealth
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.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?