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WCI #358: What to Do When You Don't Match, and Annual Survey Results

White Coat Investor Podcast

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Navigating Tax Consequences and Retirement Savings Strategies

The chapter delves into the implications of borrowing against an annuity, stressing the tax implications of default and advising consultation with a tax professional. It also explores the pitfalls of certain annuities for retirement, while discussing the value of moonlighting in the medical field and managing increased income for various financial goals.

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