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538: Late Start, Early Retirement: The Huge Advantages of Investing Later in Life

BiggerPockets Money Podcast

CHAPTER

Retirement Challenges: Downsizing, Social Security, and Tax Planning

This chapter delves into the difficulties of downsizing homes because of the 'lock-in effect' and explores how interest rates affect retirement. It also touches on topics such as navigating uncertainties around Social Security, emphasizing tax planning, and managing taxable income through strategies like traditional IRAs and health savings accounts.

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