Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.