America's Retirement HeadquartersAmerica's Retirement Headquarters

Tax Moves & Withdrawal Mistakes to Avoid

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America's Retirement Headquarters

Nolan Baker and Scott Kerschner know that retirement investing is inherently different from pre-retirement investing. It's all about preserving your l 
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Ready to take control of your retirement? Start your Retirement TEAM Action Plan at ARHQ.com or call 419-794-3030 to speak with a retirement planning specialist today!

Is your retirement strategy built to weather market storms and tax surprises?
In this episode, Nolan Baker breaks down the critical elements of retirement planning—from personalized withdrawal strategies to the hidden risks of the 4% rule. You’ll hear why tax loss harvesting can be a game-changer and how September’s market history might influence your next move. With retirement on the horizon, understanding how to protect your portfolio becomes more urgent than ever. Whether you're already retired or planning, this conversation offers grounded insights to help you think smarter about your financial future.

About America's Retirement Headquarters:

We are dedicated to helping retirees achieve the retirement they deserve. From crafting personalized retirement income strategies to providing a single location for all your retirement solutions, our goal is to guide you every step of the way. Let us help you navigate the complexities of retirement, so you can enjoy financial confidence and peace of mind.

Visit Us: 1700 Woodlands Drive, Maumee, OH 43537

Call Us: 419-794-3030

Learn More: ARHQ.com

 

 

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  1. America's Retirement Headquarters

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America's Retirement Headquarters

Nolan Baker and Scott Kerschner know that retirement investing is inherently different from pre-reti 
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