Is your 401k quietly stuck while you approach retirement? This episode uncovers how “set it and forget it” investing can leave your savings stagnant—and what you can do about it. Learn about in-service distributions, brokerage sleeve windows, and strategies to unlock more options for your retirement funds, so you can take control of your financial future before it’s too late.
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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