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Retirement Planning Crunch Time
Episode 56

Retirement Planning Crunch Time

Elevate Your Wealth with Mark Stimpson and Casey Elkins · Mark Stimpson, Casey Elkins

November 4, 202351m 11s

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Show Notes

On this week’s show we will discuss the 5 years before you head off into retirement, it’s crunch time. We have a few tips to make sure you are prepped and ready for retirement. Inflation is impacting retirement and we will discuss how to plan for it. We will also dive into strategies that could lower your tax burden in retirement.

If you have any questions call Elevated Financial Management 866-668-3625.

Planning, Plan, Savings, Save, Taxes, 401K, Roth 

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Topics

RetirementRetirefinanceInvestbudget401kTSP403bIRAstockbondmoneymarketplaneducationmedicaremortgageRMDrequiredminimumdistributionsocialsecuritytaxlongtermcareinsuranceriskincomevolatilityadvisoradviser