Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
It's easy to let investments accumulate like old receipts in a junk drawer.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.