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Notes from McLaren

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Buying a New Home in your 50's and 60's

Homes are often the most expensive purchases in a person’s life, and a second home – bought just at a time when earnings may be peaking and the sense of wealth is highest – can feel more attainable at an even higher cost. A second opinion to hold against the psychological inertia in this situation is extremely valuable, and can significantly impact retirement options.

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Planning for Retirement Assets: Withdrawal Rules for the IRA, 401(k), and 403(b)

Pensions are quickly becoming a thing of the past, and Social Security won’t cover the bills for most retirees. Most of us are relying more and more on investment savings - often held within retirement accounts - to fund the golden years. It is not uncommon for investors to have six and seven-figure nest eggs within these accounts, making it more important than ever to properly manage the assets and plan appropriately for the future.

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