In this episode, John Becker and Sarah Nugent-Noll discuss essential retirement planning strategies, including tax-efficient withdrawals, Roth conversions, Medicare surcharges, and the importance of personalized financial strategies for a secure retirement.
If you have any questions about your retirement call John and Sarah
at Exact Wealth 800-326-5688 or click here to visit our website.
Retirement, Planning, 401K, IRA, Healthcare, Roth, Taxes, Savings,

Mapping Out Your Retirement Plan
48:08

What Retirees Need to Know
51:09

Mastering Retirement: Key Strategies for a Secure Future
49:40