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Without even realizing it, most people are familiar with protection-first thinking. If you remember travelling on an airplane in a not too distant past, you would recall this important point in the safety demonstrations “In the event of sudden decompression, secure your own oxygen mask before helping others.”
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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Time and market performance may subtly and slowly imbalance your portfolio.