Adjusting Portfolio for Retirement
Jill on Money with Jill Schlesinger
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Essential Financial Strategies for a Secure Retirement
This chapter explores essential financial planning strategies for retirement, including the advantages of annuitizing a lump sum and transitioning pre-tax funds to a Roth account. It also underscores the significance of a reliable income stream and the need for an estate plan, while encouraging listener engagement with their subscription services.
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