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Misconceptions about discretionary liquidity in retirement funds is a topic that, while crucial, often goes unmentioned.
Today's topic is a continuation of the last several weeks where we've been going through these retirement planning mistakes, with a special focus on one that is particularly interesting: the belief that you have liquidity in your retirement portfolio when you really don't.
See the full newsletter here: https://atlasfinancialinc.com/discretionary-liquidity-in-retirement/
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Market value adjustments (MVAs) are a common feature in certain annuities, but do you know what they really mean for your retirement? In this...
In this episode, Marty Becker explores the often-overlooked psychological side of retirement that has nothing to do with 401(k)s, Social Security timing, or interest...
