As you approach retirement, you’ll face more financial decisions than at any other time in your career. Moreover, many of these decisions are quite complex and involve large amounts of money. Make a mistake and it could cost you hundreds of thousands of dollars.
You’ll have a wide variety of assets that can be used to cover living expenses in retirement, including practice and office building sale proceeds, home sale proceeds, stocks, bonds, taxable IRA and retirement plans, Roth IRAs and investment partnerships. Here’s what should go first, so that you can...
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