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Financial Mirages, Roth Accounts and Insurance Reviews

 

Rock on Retirement — Roth Accounts

Browse full Rock on Retirement episodes discussing roth accounts. Episodes retain their archive dates; some recordings are replays. For the complete… 
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The Rock On Retirement team discusses the difference between believing an income plan is in place and understanding what it actually provides. A financial mirage serves as an analogy for expectations that do not match resources.

The episode also examines Roth accounts and life insurance reviews. Taxes, household bills and family needs connect the discussion with preparing a coordinated retirement plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.