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Next Steps for Possible Retirement

Jill on Money with Jill Schlesinger

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Strategizing Retirement Savings

This chapter focuses on optimizing retirement savings through the balance of 401(k) contributions and brokerage accounts. It covers the importance of maximizing company matches, understanding tax implications, and planning strategic withdrawals to minimize tax liabilities. The discussion also addresses the emotional aspects of transitioning into retirement and the necessity of actively managing retirement funds.

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