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Show Notes
- Market prediction for this summer: Down 3000 points!
- Boomers pay 60% of Federal income taxes. Are you paying too much?
- The common “Are you kidding me?” moment in our Portfolio X-Ray.
- Changes this year with RMDs.
- Are you a good candidate for an IRA-to-Roth conversion?
- What is ESG investing?
- Planning for your money and your time in retirement.
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