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How Does the 5-Year Rule Work for Roth Conversions?

Retirement Answer Man

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The Importance of Having an Accountability Partner

Sometimes it's a time for me as a coach when I have clients that really have no really idea of what they want to do. And so I have to look at it in different ways like, well, let's go back to maybe your own years. What did you like to do? Where were you? You know, kind of take it from there and build up to, okay, is that something you want to look at ways of doing that going forward. A lot of times it's just starting though. I just go do something, right? Forward motion. So this actually pivots really well to your book. It just randomly came to me and then I emailed you and we

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