Sam and Andi detail what is taxable and how it is taxable in retirement. They cover Social Security, pensions, interest-bearing accounts, IRAs, and 401(k)s. The conversation then moves into Roth strategies. They conclude with a discussion on the fun aspect of retirement and that’s checking off your bucket list items.
You can reach Duell Financial Strategies by calling 866-203-7486.
See omnystudio.com/listener for privacy information.
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