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Ways to Adjust a Non-Retirement Portfolio
Manage episode 501200858 series 3589430
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“Hey Mike, most of my investments are in a brokerage account. How do I set up my retirement plan without creating a huge tax bill.” Discover the nuance of shifting a non-retirement portfolio (not IRA or Roth) into something more appropriate for retirement while acknowledging the tax consequence along the way.
Text your questions to 913-363-1234.
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