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Retirement Funding

It’s Complicated: Considerations When Incorporating Employee Stock Options Into Your Retirement Plan

When it comes to amassing enough wealth to be able to fund the retirement lifestyle of your choosing, there are a number of potential sources to consider beyond a 401(k), including Social Security, pensions…and employee stock options. In regards to the latter, how can employee stock options be best incorporated into one’s overall retirement plan? Acknowledging that “the answer can… 

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Funding Your Retirement: Is The ‘100% Rule’ The New ‘70% Rule’?

The popular ‘70% rule’ suggests that retirees will need to replace 70% of their pre-retirement income in order to fund their retirement. The author of today’s article, however, outlines several critical reasons why that formula is likely no longer an acceptable guideline for retirees – and why, today, “it’s not inconceivable that, for some retirees, their income replacement need could… 

CLICK HERE »Funding Your Retirement: Is The ‘100% Rule’ The New ‘70% Rule’?