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Strategies for 2024: Post-Retirement Roth Conversion Benefits and Managing Higher Interest Rates
Manage episode 407499676 series 3561292
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As we approach the year-end, Abe discusses the importance of resetting financial goals and addresses the impact of political and economic changes on retirees. Discover the potential benefits of Roth conversions, whether you're still in the workforce or already retired.
Abe sheds light on how retirees can take advantage of strategic tax planning and Roth conversions to increase their tax-efficiency in retirement.
We also look at current interest rates and their effects on the stock market. Abe shares his perspective on market dynamics, the impact of interest rate changes, and the caution needed as we approach all-time stock market highs. Learn how to be cautiously optimistic and make informed decisions, especially if you're within five years of retirement.
Visit TheRetirementKey.com to start your financial conversation with Abe and his team at Abich Financial Services.
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