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Recently I got a call from a existing client and the representative of an existing client who is getting older now and they’re having to contemplate looking at assisted living, talking about how best to pay for it. Costs of the assisted living in this case is almost about $7,000 a month, roughly $84,000 a year, which is a pretty significant sum.
Not sure which accounts to draw from first in retirement? Learn when to tap IRAs, Roths, or taxable accounts—and how to lower your tax bill along the way.
Not sure which accounts to draw from first in retirement? Learn when to tap IRAs, Roths, or taxable accounts—and how to lower your tax bill along the way.
200 W. Lancaster Ave, Suite 203
Wayne, PA 19087
