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Daily Archives: December 7, 2021

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  4. 07

It’s Ill-Advised to Count on an Inheritance to Fund Your Retirement

Case Study, Estate, Family Finances, Featured, Personal Finance, RetirementBy Editorial TeamDecember 7, 2021

Managing Associate D.J. Barker, CWS®, discusses a common fallacy among investors—that they can rely on an inheritance to fund their retirement. They discuss the average inheritance and some of the many ways an it could be significantly reduced before passing to the heirs.

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