Navigating Retirement

2021 EP0410 - NAVIGATING RETIREMENT


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ROTH CONVERSION OPPORTUNITIES – If tax laws reverse over time and start climbing higher, it will likely affect those with larger retirement accounts and income disproportionately. Tune in to learn more on Navigating Retirement as Rick Durkee discusses tax-deferral & it’s consequences, tax-free income, & Roth IRA’s.

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Navigating RetirementBy Rick Durkee