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Here are fiveretirementissues among the upper middle classwill likely face in 2025, according to financial and retirement experts.
you oughta have a plan when it comes to an ever changing and uncertain environment.
The Required Distribution Mess
Having a fatretirementaccount sounds great until Uncle Sam comes knocking.
The Medicare Surprise
Think Medicare is straightforward?
Not if youve got money.
In other words, making too much means paying more for the same coverage others get.
Plus, those multiple streams ofretirementincome?
They could trigger the net investment income tax.
The Lifestyle Reality Check
Even the rich arent immune to money troubles.
ONeill said she sees many wealthy folks fall into lifestyle creep as they strive to maintain a high-cost lifestyle.
This can make it difficult to save for expenses in later life.
Being wealthy doesnt mean being worry-free inretirement.
But at least now you know whats coming.
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