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Are your retirement plans overlooking a silent tax trap?
In this episode of Retirement Readiness, Bridget Engstrom unpacks the often-misunderstood world of retirement tax planning. From juggling multiple retirement accounts to navigating IRA contribution and distribution rules, she sheds light on the complexities that can catch retirees off guard. Bridget also explores how recent tax legislation affects estate planning and beneficiary designations, highlighting why proactive financial strategies and informed guidance are more critical than ever.

Get guidance now at www.bluemonarchfinancial.com and book your complimentary consultation with Brigette Engstrom and the team at Blue Monarch Financial

 

Are your retirement plans overlooking a silent tax trap? In this episode of Retirement Readiness, Bridget Engstrom unpacks the often-misunderstood world of retirement tax planning. From juggling multiple retirement accounts to navigating IRA contribution and distribution rules, she sheds light on the complexities that can catch retirees off guard. Bridget also explores how recent tax legislation affects estate planning and beneficiary designations, highlighting why proactive financial strategies and informed guidance are more critical than ever.
Get guidance now at <a href="http://www.bluemonarchfinancial.com" data-start="588" data-end="655">www.bluemonarchfinancial.com</a> and book your complimentary consultation with Brigette Engstrom and the team at Blue Monarch Financial
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Wisdom and guidance for your retirement journey just landed on your favorite streaming platform.  Blue Monarch Financial Services brings you Retirement Readiness, your resource for on-the-go financial and retirement solutions to help your golden years take flight and flourish.

On each episode, your host Brigette Engstrom, Founder and CEO of Blue Monarch Financial Services, will share her experience, knowledge, and personal stories to help you cultivate greater empowerment and confidence in your own financial journey.  Whether your retirement is still in its beginning stage or already in flight, Retirement Readiness with Brigette Engstrom is your go-to companion for transforming your retirement into a bright and purposeful new beginning.

Wisdom and guidance for your retirement journey just landed on your favorite streaming platform.&nbsp; Blue Monarch Financial Services brings you Retirement Readiness, your resource for on-the-go financial and retirement solutions to help your golden years take flight and flourish. On each episode, your host Brigette Engstrom, Founder and CEO of Blue Monarch Financial Services, will share her experience, knowledge, and personal stories to help you cultivate greater empowerment and confidence in your own financial journey.&nbsp; Whether your retirement is still in its beginning stage or already in flight, Retirement Readiness with Brigette Engstrom is your go-to companion for transforming your retirement into a bright and purposeful new beginning.

Retirement Readiness

Wisdom and guidance for your retirement journey just landed on your favorite streaming platform. Blue Monarch Financial Services brings you Retirement Readiness, your resource for on-the-go financial and retirement solutions to help your golden years take flight and flourish.

On each episode, your host Brigette Engstrom, Founder and CEO of Blue Monarch Financial Services, will share her experience, knowledge, and personal stories to help you cultivate greater empowerment and confidence in your own financial journey. Whether your retirement strategy is still in its beginning stage or already in flight, Retirement Readiness with Brigette Engstrom is your go-to companion for transforming your retirement into a bright and purposeful new beginning.

Wisdom and guidance for your retirement journey just landed on your favorite streaming platform. Blue Monarch Financial Services brings you Retirement Readiness, your resource for on-the-go financial and retirement solutions to help your golden years take flight and flourish.
On each episode, your host Brigette Engstrom, Founder and CEO of Blue Monarch Financial Services, will share her experience, knowledge, and personal stories to help you cultivate greater empowerment and confidence in your own financial journey. Whether your retirement strategy is still in its beginning stage or already in flight, Retirement Readiness with Brigette Engstrom is your go-to companion for transforming your retirement into a bright and purposeful new beginning.

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