Did you know you can save too much money in your tax-deferred accounts, such as IRAs and 401(k)s? It’s true. I have witnessed this scenario firsthand more times than I care to count — and I count for a living.
A newly retired couple walks into my office intrigued by my holistic approach to retirement. They have been working and saving for 30-plus years for a hopeful 20-plus-year retirement.
