By now, you might be feeling more rooted in life - you’ve done well, your family is established and you know how to get what you want. As retirement nears, your financial strategy should be taking root too. This is the time to solidify your plans for retirement and start thinking seriously about how you’ll make your money go the distance.

This material is provided for general and educational purposes only; it is not intended to provide legal, tax or investment advice.  All investments are subject to risk.  We recommend that you consult an independent legal advisor or financial professional for specific advice about your individual situation.

The information herein is not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding tax penalties. Taxpayers should seek advice based on their own particular circumstances from an independent tax advisor.

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