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At The Money: The Right Way to Spend Your Money in Retirement

Masters in Business

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Navigating Retirement Spending

This chapter explores the psychological challenges retirees face when transitioning from saving to spending their savings. It discusses the importance of a personalized financial plan, the role of financial advisors, and the impact of inter vivos transfers on retirement planning. Additionally, it highlights the benefits of philanthropic giving and the associated tax advantages for retirees.

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