Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
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E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
How does your ideal retirement differ from reality, and what can we do to better align the two?