Financial Spring Cleaning: Refreshing Your Retirement Strategy
Recording
Resources
In this video we discuss decluttering your finances and making sure your retirement strategy still fits your life. We’ll highlight easy updates, overlooked opportunities, and ways to simplify your plan for the year ahead.
Additional Resources
Pretax-Roth
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- What is mega-backdoor Roth, please explain? - How is my personal rate of return calculated?
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