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Why This Investment System Can Help Retirees Worry Less About Their Retirement Plan
Preparing for Future Economic Seasons
I want to share an investment system for retirees to hopefully assist you as you’re thinking about and planning for your...
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Retiring Before Age 60? Know These Exceptions to the 10% Penalty
by Dave Zoller, CFP® | Oct 24, 2022
https://youtu.be/sxdo4Tp_2-g
There is one account that we need to make sure clients have if they’re thinking about retiring before age 60, and that’s because there’s a 10% penalty for withdrawals...
Retirement Planning Red Flags To Avoid
by Dave Zoller, CFP® | Oct 17, 2022
https://youtu.be/6wZW5uzWJRY
Doing these five things in retirement could put stress on your money plan, which could end up leading to increased worry about your finances. I want to show you some...
Get Credit For Charitable Gifts Even If You’re Taking the Standard Deduction
by Dave Zoller, CFP® | Oct 10, 2022
https://youtu.be/XKYCqYORL2c
A lot of retirees who give to charity are paying more in tax than they have to, especially if they have both retirement accounts like an IRA or 401k, and...
3 Essentials to Find Fulfillment in Retirement
by Dave Zoller, CFP® | Oct 3, 2022
https://youtu.be/WvGAUgn74nE
Planning for your Best Retirement
Approaching retirement, many couples meet with a financial advisor to map out all of the “what-if” scenarios, their tax efficient...