Target Your Retirement

Episode 5: How Is Your Retirement Taxed?


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Taxation might not be the most interesting subject to discuss, but it is critical to maximizing the efficiency and success of your retirement.

Key takeaways:

  • Discover what the difference between a non-qualified and qualified account is
  • Understand what you currently own so you can have confidence, comfort and control of the decisions you make with your investments
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Target Your RetirementBy Trevor Phibbs