Senior Tech Editor Davis Janowski and industry consultant Tim Welsh debate the merits of technology platforms aimed at helping clients in the decumulation phase.
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Aug 09, 2022
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The life-cycle portfolios that have become so common in 401(k)s will leave retirees unprotected from inflation and short on income in the long run.
Tax professionals can help protect their clients by watching out for these items.
Estate planning tech startup Trustate thinks it has the answer.
