| IRA Planning for Baby Boomers The 'distribution' phase of retirement can be a 'land mine' of potentially expensive and irreversible tax traps.
Doing your homework now can make the difference of hundreds of thousands of dollars over your lifetime.
Grab some coffee and get ready to take some notes. In addition to this educational video, you'll also receive a handout and future issues of my newsletter with more retirement related content. Enjoy!
Jim Lorenzen, CFP®, AIF® |
