Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
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It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
A timeline covering a few of the major provisions of the SECURE Act 2.0.