Your end of the year retirement planning meeting. What should you be talking about?
- Author
- Greg Aler
- Published
- Tue 10 Sep 2024
- Episode Link
- https://omny.fm/shows/expedition-retirement-by-golden-reserve/your-end-of-the-year-retirement-planning-meeting-w
A 4th quarter meeting with your retirement planner should be more than just a check in. There are important issues involving rebalancing, tax and planning issue to revisit. Are you missing anything?
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