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Qualified vs. Non-Qualified Money

Published Dec 17, 2024, 9:00 AM

Richard Warner discusses the differences between qualified and non-qualified money. Richard breaks down the pros and cons of both types and why a retiree needs to have the right blend of both. Richard also discusses the tax implications in each category and how each person's situation is different and warrants a unique strategy with both types of accounts. Richard also has a laugh at a standup comedy bit on spreadsheets.

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The Retirement Bullpen with Richard Warner

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