How Much Money Do You Need to Retire? Real Calls on Inheritance and Spending
May 9, 2026 - 35:15
Radio and PodcastLive Radio & PodcastsBusiness
Smart Tax Diversification & Roth Conversions
In this episode of Money Matters, Scott and Pat unpack why tax diversification is one of the most overlooked strategies in retirement planning. From a 70-year-old investor with $3.6 million mostly in traditional IRAs to...
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