How Should Spouses Claim Their Social Security Benefits?
Retirement Answer Man
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The Importance of Diversification in Tax Management
The goal of say getting to those four investments and simplifying things, when you're incorporating tax management, it's going to become a judgment call. Am I diversified enough? And I have clients that I've worked with for five, six years where we are still slowly simplifying things in after tax accounts because we feel it's diversified enough. So this could be a multi year journey,. Brian, but to the court of your question, this is definitely a resilient question. But I think for enough, if they're broadly diversified tax efficient low cost, because it's going-to be a small lever in changing your life relative to all the other things that you could think about
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