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Retirement meeting with my accountant
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Boone & Crockett
Posted 10/3/2024 06:51 (#10913252 - in reply to #10913243)
Subject: RE: Retirement meeting with my accountant


Obsolete - 10/3/2024 06:44

By siblings, I mean my own siblings.
As far as a trust, I've had a professional bring that up, but for some reason, my attorney has not. I'll have to ask him about it.
We do have LTC insurance. I'll have to check closely on the details.
$$$? I'll be OK, as long as I don't live longer than the $. Lol.
Thanks for your help.
Yup. Actually longevity is the biggest risk in retirement, for it is a multiplier of all the other risks. If you only live seven years in retirement, nothing else matters simply because you didn’t live long enough to run out of money. There are ways to guarantee lifetime income. I enjoy helping folks design their own personal private pensions.
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