In the Barron's article linked below, Neal Templin features Susan Elser, CFP® and asks what advice she would give to retirement savers. In the conversational exchange, Susan discusses several advantageous elements of retirement planning, including account type utilization, tax efficiency, and the importance of opportunistic rebalancing.
“If you’re in your 60s, you probably don’t do calculations as quickly as you used to. It might take you a bit long longer to learn the nuances of a new investment. Yet when
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