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November 20, 2024 22 mins
Retirement isn’t just about accumulating wealth – it’s about making sure it lasts.  In this episode, Larry Heller, CFP®, CDFA®, explores the essential elements of a well-rounded distribution strategy for retirement, including guiding you through five key areas every retiree should prioritize: income vs. total return, tax management, investment allocation, longevity, and estate planning. Larry …

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