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Navigating the 401k Transition
Manage episode 444137480 series 3561341
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Jeff Miles and Shawn O'Keefe discuss the critical aspects of managing a 401k during retirement. They explore the transition from accumulation to distribution, emphasizing the importance of financial planning and the role of a financial advisor in navigating this complex phase. The conversation highlights various investment options, tax strategies, and the need for a tailored approach to retirement planning to ensure financial security and growth.
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