12 Things You Need to Know Before and After You Retire cover art

12 Things You Need to Know Before and After You Retire

12 Things You Need to Know Before and After You Retire

Listen for free

View show details

About this listen

 This essential checklist covers everything from the optimal time to claim Social Security to the often-overlooked tax implications of RMDs and Roth conversions. Learn how to strategically coordinate your portfolio, healthcare, and legacy plan to ensure a secure and confident transition into retirement.
No reviews yet
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.