In this episode, the hosts tackle tax traps you need to be aware of and avoid. Listener questions focus on retirement planning. Social Security decisions and the implications of inheriting non-qualified annuities make the program this week. They will also emphasize the importance of personalized financial planning and the potential tax implications of various retirement strategies.
Connect with Mark Troyer and the team at Troyer Retirement at (800) 465-7737
or click here to visit their website.
Retirement, Planning, Roth, Taxes, Income, Savings, Assets
See omnystudio.com/listener for privacy information.
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