3min chapter

Retirement Answer Man cover image

Retirement Year End Planning: Contributing to Assets

Retirement Answer Man

CHAPTER

Simplified Strategies for Retirement Planning and Honoring Veterans

This chapter focuses on retirement planning for individuals over 59 and a half, highlighting the necessity of making informed financial choices to avoid penalties. It also includes a personal reflection on Veterans Day, celebrating a grandfather's military service while offering practical steps for year-end financial reviews.

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