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Essential Year-End Retirement Planning Tips
Manage episode 454791599 series 3561334
Kandungan disediakan oleh Kevin Madden. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Kevin Madden atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
In this episode of Your Retirement Radio, Kevin discusses essential end-of-year checklist items for retirement planning, including updating beneficiaries and taking required minimum distributions (RMDs). He emphasizes the importance of Roth conversions and tax strategies to secure a better financial future. Kevin shares insights on the value of independent financial planning and how it can lead to more personalized and effective retirement strategies.
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