The Retirement Referee with Brooks Bernhagen

Understanding Qualified vs Non-Qualified Money


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In this conversation, retirement strategist Brooks Bernhagen discusses the essential concepts of retirement planning, focusing on the differences between qualified and non-qualified money, the advantages and disadvantages of each, and the importance of maximizing retirement contributions. He also introduces the 10-10-10 rule for retirement savings, emphasizing the need for a balanced approach to tax strategies in retirement.

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The Retirement Referee with Brooks BernhagenBy Brooks Bernhagen