314: 5 Things to Evaluate for a Tax-Managed Retirement Plan
Retire With Purpose - The Retirement Podcast
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Show Notes
This week's retirement reading is from Advisor Perspectives titled, Five Things to Evaluate in a Tax-Managed Investment Strategy. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/314.
Show Notes: Howardbailey.com/314
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