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Balanced Investing, Roth Conversions & Estate Planning Strategies

Retire Sooner with Wes Moss

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Balancing Investments and Planning for Retirement

This chapter explores the classic 60-40 investment strategy, emphasizing its relevance in creating stable portfolios amidst market volatility. The discussion includes insights on the benefits of financial advisors versus low-cost index funds, highlighting the importance of personalized guidance in financial planning. Additionally, the chapter covers the complexities of Roth conversions, focusing on tax implications and the mechanics involved in transitioning retirement funds.

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