Texas Sized Retirement … Simplified

Qualified vs. non-qualified money


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Glen Hancock & David Hodson break down the tax implications of qualified and non-qualified funds and the types of accounts that are in those categories. Glen and David talk about “tax time bombs” and how to portion out deposits and payments to make those less, well, taxing. And Glen tells listeners about Austin, while David describes what Waco is famous for.

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Texas Sized Retirement … SimplifiedBy David Hodson and Glen Hancock