Vision Wealth: A New View on Retirement

The Hidden Costs of Retirement Planning


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In this episode of Vision Wealth, Ben and Megan Smith discuss various aspects of retirement planning, particularly focusing on 401(k) plans. They also talk about their love for Oregon Ducks football and the tax consequences of a retiring couple loaning their child a large sum. The conversation emphasizes the need for transparency in financial planning and the potential risks involved in family financial support.

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Vision Wealth: A New View on RetirementBy Ben Smith