• Your end of the year retirement planning meeting. What should you be talking about?

  • Sep 10 2024
  • Length: 12 mins
  • Podcast

Your end of the year retirement planning meeting. What should you be talking about?

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  • Summary

  • A 4th quarter meeting with your retirement planner should be more than just a check in. There are important issues involving rebalancing, tax and planning issue to revisit. Are you missing anything?

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