04.22.25 Ask An Advisor With Wes Moss
The Clark Howard Podcast
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Retirement Savings Insights
In this chapter, a listener named Joni seeks advice on optimizing her savings for retirement while considering her Social Security options. The discussion covers various strategies, including the use of home equity and the nuances of converting a 457B plan to a Roth IRA, emphasizing the importance of personal circumstances and tax implications.
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Transcript
