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SECURE Act 2.0 An Overview - AQuest Wealth Strategies

Summary by aquestwealth.com
A Bucket Plan to Go with Your Bucket ListJohn and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of retirement. How should they position their money?1One approach is to segment your expenses into three buckets:Basic Living Expenses— Food, Rent, Utilities, etc.Discretionary Spending — Vacations, Dining Out, etc.Legacy Asse…
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aquestwealth.com broke the news in on Tuesday, April 8, 2025.
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