ROTH PART 3 – On this week’s episode Rick Durkee will be addressing the reasons for, benefits of, and strategies to accomplish building tax-free money in your Roth IRA.

2020 EP1024 NAVIGATING RETIREMENT - ROTH PART 3

Since 2003, The Coastal Financial Planning Group has been helping seniors and soon-to-be retirees secure their financial future through sound financial planning and tactical wealth management strategies.

As Wealth Allocation & Distribution specialists we help our clients create a financial decision making process that is designed to help them make stronger financial decisions

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Since 2003, The Coastal Financial Planning Group has been helping seniors and soon-to-be retirees secure their financial future through sound financial planning and tactical wealth management strategies. As Wealth Allocation & Distribution specialists we help our clients create a financial decision making process that is designed to help them make stronger financial decisions

Since 2003, The Coastal Financial Planning Group has been helping seniors and soon-to-be retirees secure their financial future through sound financial planning and tactical wealth management strategies.

As Wealth Allocation &amp; Distribution specialists we help our clients create a financial decision making process that is designed to help them make stronger financial decisions

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2020 EP1024 NAVIGATING RETIREMENT - ROTH PART 3

2020 EP1024 NAVIGATING RETIREMENT - ROTH PART 3