The Retirement Clinic-8/25/18-Benefit from Your Birthdays

from Kowal Investment Group - Now Creative Planning · host Kowal Investment Group - Now Creative Planning

Jeff explores the Rule of 55 in retirement planning and how it might support a retirement strategy, as well as how individuals can take advantage of yearly milestones leading up to retirement. Callers get information on Fixed Index Annuities, 401(k) conversions and the diversification of their financial portfolios.

Episode metadata supplied by the publisher feed · Published Sep 11, 2018

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The Retirement Clinic-8/25/18-Benefit from Your Birthdays

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