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June 15, 2024 – LAMN Event July 11th 5K – Run, Walk, Roll or just come out for a great time and meet Annabelle! – Reduce your financial stress, worry, and anxiety and increase your peace of mind – Is there really one financial rule that is the foundation
Manage episode 424094524 series 1094528
Nội dung được cung cấp bởi Gene Dickison. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Gene Dickison hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
Gene answers buckets o’ questions:
- What are the mechanics of converting from an IRA to a Roth IRA?
- What are the mechanics of initiating withdrawals from a Rollover IRA?
- What are the mechanics of keeping Medicare premiums as low as possible?
- Should his wife be the beneficiary of his accounts or the joint owner?
- Lots more . . .
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- Meet with a More than Money advisor to review your entire financial picture or simply project your retirement
- Meet with our Social Security partner to plan the best S/S strategy for you
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- Discover how to have your 401(k) professionally managed without leaving your company plan
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