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We can apply the following concepts to our wealth strategy: •It's not reaching the peak of the tallest retirement 'mountain' that ultimately matters. It's making sure you have a comfortable retirement lifestyle all the way down. •A focus on spendable retirement income, acquisition costs and benefits may be far more valuable than comparing rate-of-return alone. •A properly constructed cash value life insurance policy can provide both death and living benefits that compare favorably to other investment vehicles during retirement. •Many retirement benefits are affected by income-based assessments, so it is important to structure your retirement income sources to minimize unnecessary tax losses. |
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