Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
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Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.