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07.29.25 Ask An Advisor With Wes Moss

The Clark Howard Podcast

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Navigating Retirement Tax Strategies

This chapter delves into the importance of tax management in retirement planning, distinguishing between basic tax filing advice and broader strategies for retirement accounts. It features listener inquiries about pension plans versus 401(k) investments, illustrating how individual circumstances influence retirement strategies. The discussion also highlights unique pension systems for railroad employees, emphasizing the benefits and complexities involved.

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