TheStreet.com published an op-ed by IRI President & CEO Wayne Chopus.
“While very few people will win a lottery, millions of Americans will retire with their own “jackpot” accumulated from years of saving in retirement accounts. The size of a retirement account is not comparable to the lottery, of course, but in both cases, the goal is to not run out of money.”
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Contact: Dan Zielinski
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Insight October 2021
This month's issue of IRI Insight features resources for guiding clients through the process of legacy planning.