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October 1, 2024 9 mins

Mark Troyer and his son Zack discuss the critical aspects of retirement planning, focusing on Required Minimum Distributions (RMDs) and common mistakes that retirees make. They emphasize the importance of understanding RMDs, the potential tax implications, and the benefits of Roth conversions. The conversation highlights the need for effective tax planning to maximize retirement income and minimize penalties.

Ready to connect with Mark and Zack? Visit Troyer Retirement today!

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