Retirement Ready Part 3 - Creating Your Personalized Retirement Plan
You need a custom financial plan for a successful retirement. In this episode we discuss the bucket methods you can use to achieve your goals. We cover the account types and the tax ramifications of each.
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View all episodesBy Jeffrey Foley, Nikki Foley, Eloisa Robison, Matthew Bryant and Jeffery Quick
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Retirement Ready Part 3 - Creating Your Personalized Retirement Plan
You need a custom financial plan for a successful retirement. In this episode we discuss the bucket methods you can use to achieve your goals. We cover the account types and the tax ramifications of each.