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Kiplinger
Kiplinger
Business
Rich Guerrini

A Managed Account Offers Optimization and Tax Efficiency

A financial adviser sits with a smiling couple at their kitchen table and shows them financial figures in paperwork.

Editor’s note: This is part two of a five-part series on supplemental income streams in retirement. Part one, Could Supplemental Income Strategies Work for Your Retirement?, is an introduction to the series.

There may be no greater financial comfort than the ability to sit back and have your money work for you. But as you approach retirement, there’s special emphasis on making sure you have predictable income to support the lifestyle for which you’ve worked.

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