Delay Period Strategy: EDU #2540
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Delay Period Strategy: EDU #2540
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About this listen
Chris’s SummaryJim and I return for an EDU dialogue episode focused on a listener’s delay period strategy. His plan includes laddered CDs, equity ETFs, delayed Social Security, and Roth conversions. We use his plan to discuss bracket drift, spending liquidity, and how rising markets can complicate a fixed glidepath. We also cover the tax planning […]
The post Delay Period Strategy: EDU #2540 appeared first on The Retirement and IRA Show.
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