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How Is Deferred Compensation Taxed When I Receive It?

Retirement Answer Man

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The Pip Cake and the Five Year Fund

Our next question comes from Michael relative to creating the pie cake in this pathway for how to pay for life. Having a five year cash fund permanently lowers returns over the course of a long retirement, he asks. If we have almost no cash reserves or maybe only a year or two, and then the rest of it is invested with risk assets,. It lessens our optionality and the ability to make adjustments because we're running a more optimized system.

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