Mastering Retirement: Strategies Moving Forward

In this episode, John Becker and Sarah Nugent-Noll discuss essential retirement planning strategies, including tax-efficient withdrawals, Roth conversions, Medicare surcharges, and the importance of personalized financial strategies for a secure retirement. If you have any questions about your retirement call John and Sarah at Exact Wealth 800-326-5688 or click here to visit our website. Retirement, Planning, 401K, IRA, Healthcare, Roth, Taxes, Savings,