Learn how to optimize your retirement planning by utilizing essential financial tools. Discover strategies for leveraging a COLA-adjusted pension, navigating 403(b) withdrawals while contributing to a Roth IRA, and minimizing taxes. Explore rolling I bonds into a 529 plan without triggering taxable events.

Analyze switching funds while managing a 401(k) or how Fidelity’s BrokerageLink might provide low-fee options without incurring taxes or penalties. Understand how to make the most of your retirement plan without worrying about tax implications.

Enjoy all this and more as Wes Moss and Christa DiBiase take listener calls, help ease tariff fears, and marvel at the power of the American Army of Productivity.

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