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BERKO: Time for an Adviser Switch (access required)

Dear Mr. Berko: Eighteen years ago, when my wife and I were 50, we sold our business for $4 million after taxes. We took $1.7 million in cash plus $110,000 a year for 20 years. Our intent was to live on the $110,000 each year and then sign up for Social Security at age 70 ...

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