The Importance of Legal Planning and How to Disarm Your Retirement Tax Bomb

Take Point on Retirement

03-03-2023 • 57分

On this week’s show, Erick welcomes Susie Carey to discuss the importance of having a legal plan for you and your family’s future. In segment two, Erick explains how to defuse the retirement tax bomb inside your portfolio and details how to convert money into tax-free accounts.

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Call Take Point Wealth Management at (352) 616-0511