Marty discusses the various aspects of retirement, including the loss of predictable income, the importance of finding purpose, the implications of losing employer-sponsored benefits, and the need for a solid spending plan. He also delves into tax strategies, particularly Roth conversions, and their potential benefits and drawbacks. The discussion emphasizes the importance of planning for a fulfilling retirement while navigating financial complexities.

Reach Marty at 888-519-9096.

Smart Money Solutions

www.smartmoneysolutionsmn.com

 

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