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Some Suggestions for Handling Tax-Deferred Savings as Retirement Nears

Tax-deferral is a great way to accumulate a retirement fund, but we all know the day will come when that money needs to be turned into an income stream. And that’s when the tax is due…it didn’t just go away. In an article posted on, Bruce Helmer and Peg Webb provide some thoughts on mitigating at least a portion of the problem. Read the article here…


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