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Episode Summary
Most people want to know how much money they should save for retirement, but here’s another important question: How much of the money in your retirement accounts is actually yours? Between capital gains and the tax implications of 401(k) withdrawals, retirees can face some pretty unpleasant surprises if they don’t plan ahead.
In this episode, Brian and Kelli discuss three common tax issues retirees encounter – and ways that can help keep the surprises to a minimum. Tune in for the full conversation!
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