Are you stuck in analysis paralysis with your retirement savings? This episode explores why leaving money idle in employer plans or cash can undermine your financial future. Discover how asset allocation, income strategies, and careful tax planning—like Roth conversions—can help retirees navigate complex choices, avoid costly mistakes, and adapt to changing needs in retirement.
To schedule a complimentary consultation with L3 Family Wealth Partners visit RetirementRealityReport.com
As a certified financial planner for 35 years, Marc Linsky has been helping clients with wealth management, taxes, and everything retirement planning related. Join Marc each week along with his sons, David and Dylan, on The Retirement Reality Report. They help educate us on building assets for Life, Longevity and Legacy.
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