Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

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Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

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Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Best-Performing Asset Classes

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.