03.04.25 Ask An Advisor With Wes Moss - 10 Habits of the Happiest Retirees
The Clark Howard Podcast
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Strategizing for a Balanced Retirement Portfolio
This chapter explores a retiree's transition from growth stocks to a balanced portfolio, focusing on tax implications and Medicare premiums. It emphasizes a strategic, gradual approach to rebalancing investments while managing capital gains and understanding tax categories.
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