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Show Notes
On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why riding recent market highs could lead to costly mistakes—and what to do instead. They share year-end tax strategies, rebalance tips, and the smart way to donate appreciated stock. Plus, should annuities be the default in your 401(k)? A high-income caller gets expert advice on the Roth vs. pre-tax debate—and learns about a powerful savings tool few people know. And don’t miss the hidden retirement “sweet spot” that could save you big on taxes.
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