The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.