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Jeff Perry hosts for Chris this week. He and Scott talk about getting ready for retirement. They discuss including shifting from a savings to creating a paycheck mentality and other factors to consider. They also discuss RMDs and the...
Jeff Perry hosts for Chris this week. He and Scott talk about getting ready for retirement. They discuss including shifting from a savings to creating a paycheck mentality and other factors to consider.
They also discuss RMDs and the benefits/considerations for a ROTH conversion. If considering a Roth conversion, determine it is more beneficial to pay taxes now or later.
