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This episode was recorded in January of 2022.

Recent legal and tax changes impact the way you should be saving for retirement. For most people, their 401(k) becomes a traditional IRA via a rollover when they retire. So, if most of your savings is in a traditional 401(k) plan, this is for you!

www.connectingthedollars.com

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This episode was recorded in January of 2022.

Eye on Estate Planning - Strategic Use of Investment Accounts

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