Join Hosts Mark Stimpson, Casey Elkins, Craig Roth, and Steve O'Flynn as they talk about being proactive with your money.

This episode covers magic numbers and strategies for converting taxable IRAs into tax-efficient structures. Plus the importance of planning for retirement, and the emotional aspects of retirement such as feeling valued and relevant. The hosts share insights on tax planning, income strategies, and the significance of personalized retirement plans. 

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Retiring, Retirement, Saving, Save, Plan, Planning, 401K, Pension, IRA,