Financial Vulnerability

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‘Where are we vulnerable?’ My husband and I are in our 50s. Our $450K mortgage is paid off. We have $500K in IRAs.

A couple in their 50s, with a paid-off mortgage and $500,000 in IRAs, is seeking advice on potential financial vulnerabilities. This scenario suggests a relatively strong financial position for their age, but they're prudent in seeking to identify any blind spots as they approach retirement. The question likely revolves around allocation, healthcare costs, and longevity risk.

MarketWatch•11 months ago

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