Sep 1, 2017
Learn the best practices with 401(k) rollovers and what it means for a financial advisor to specialize in working with retirees.
Main Questions Asked:
Key Lessons Learned:
Social Security
Tax Planning
Long Term Medical Care
Sequencing Your Returns
401(k) Rollovers
Links To Resources Mentioned
Money Map Retirement Review
1-800-757-0436
Thank you for listening!