In this episode of Beyond The Money, Jackie Campbell discusses the evolving landscape of retirement planning, emphasizing the importance of understanding income needs, tax strategies, and effective management of retirement accounts. She highlights the growing trend of adults planning to work during retirement due to financial concerns and the necessity of thorough planning to avoid pitfalls. The conversation also touches on the significance of finding lost retirement accounts and maximizing charitable contributions for tax benefits.

For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!

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