The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.