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How Do You Navigate Retirement?

Nov 6, 2023

Dana and Brad discuss preparing your estate as well as the different types of retirement accounts.

  • It may be a good idea if you have multiple children and trust them both, to make them Co-Power of Attorney on your will.
  • Tax-Deferred accounts are not taxed until you withdraw funds, and include accounts such as 401(k)’s, 403(b)’s, TSP’s, and IRA’s.
  • Download our FREE helpful resource, “Your Retirement Income Planning Checklist”



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Your Retirement Income Planning Checklist

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