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YouTubeKevin Lum, CFP®
Planning for Retirement? Why Your Instincts Are Wrong (Think Like This Instead)
Free Strategy Session https://www.foundryfinancial.org/retirement-assessment Free Access to Planning Software https://foundryfinancial.typeform.com/rightcapital In this episode, Kevin navigates the debate on Roth conversions for retirees. Prompted by a recent controversy, Kevin discusses the potential benefits and pitfalls of Roth conversions ...
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Retirement Planning Tips
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The ULTIMATE Retirement Planning Checklist: 8 ESSENTIAL Steps! 😃
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The Ultimate Guide to Retirement Planning
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