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In today's episode, we dive into common questions:

  • When should I claim my social security?
  • What does the recent Fed rate cut mean for me?
  • How can I lock in higher rates on my savings for for many years to come?
  • How much and when should I convert to a Roth or IUL?
  • How can I minimize the collateral tax damage in my retirement?
  • What does the new senior bonus deduction mean for me?
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18 episodes