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Tele(k) - Approaching Retirement

  • smeyer35
  • May 20, 2022
  • 1 min read

Wrapping up the saga of the different stages of saving, this best applies to individuals who are approaching retirement. The ones getting ready to hang up their hats.


The main points of this tele(k) are the Grand Plan, understanding sequence of returns, the difference between asset diversification and tax diversification, and then wrap up with next steps.


We want to help you retire once.





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