TEASE

In this conversation, Marty Nevel shares tips and strategies to help listeners prepare for retirement. He discusses the changes in retirement planning due to the Secure Act and Secure Act 2.0, such as the option to deposit money into a Roth account and make tax-free withdrawals for emergencies. Marty also talks about the importance of understanding sequence of returns risk and having a conservative investment strategy. He emphasizes the need for couples to openly discuss their finances, have a backup plan in case one spouse becomes ill or passes away, and keep good financial records. Marty also advises against accumulating credit card debt and offers a comprehensive review to help individuals create a retirement plan.

Reach Marty Nevel at 888-519-9096.

Smart Money Solutions

In this conversation, Marty Nevel shares tips and strategies to help listeners prepare for retirement. He discusses the changes in retirement planning due to the Secure Act and Secure Act 2.0, such as the option to deposit money into a Roth account and make tax-free withdrawals for emergencies. Marty also talks about the importance of understanding sequence of returns risk and having a conservative investment strategy. He emphasizes the need for couples to openly discuss their finances, have a backup plan in case one spouse becomes ill or passes away, and keep good financial records. Marty also advises against accumulating credit card debt and offers a comprehensive review to help individuals create a retirement plan.
Reach Marty Nevel at 888-519-9096.
<a href="https://smartmoneysolutionsmn.com">Smart Money Solutions</a>

Our goal is to look at your personal situation and work with you to make effective and wise decisions in every aspect of your retirement future. Marty Nevel shares details on comprehensive estate planning, to financial and tax plans, and everything in between. Our objective at the Financial Safari is to put you in a position of strength to make your life comfortable and worry free!

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