Luke and Lake cover things that need to be replaced in retirement such as your paycheck and your employee benefits.  They also cover changes that may need to be addressed in areas such as your spending and your risk tolerance.  The conversation then shifts into tax mode with information on Roth conversations and the tax implications of starting a business in retirement.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

www.duellstrategies.com

 

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