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May 6, 2025 19 mins

Jeremy Lin has a fantastic story about his mom borrowing from her 401(k) to help fund his dreams as a basketball player. While Jason Bergey, wouldn't recommend that, he has some ideas of ways to avoid having to take from your retirement funds. 

And with all of the noise surrounding Social Security and taxes, Jason sets the record straight when it comes to this hot button topic.

Ready to connect with Jason?  Visit The Retirement Red Zone today!

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