Any Benefit to Actively Managed 401(k)?
Jill on Money with Jill Schlesinger
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Strategic Approaches to Social Security and Retirement Funding
This chapter explores the complexities of Social Security benefits and critical retirement planning strategies amidst concerns over potential benefit reductions. It highlights the advantages of delaying benefit claims and includes a case study on the considerations of Roth conversions for maximizing tax efficiency and liquidity.
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