• Maximizing Your Nest Egg, The Art of Strategic Withdrawals

  • Apr 12 2025
  • Duración: 48 m
  • Podcast

Maximizing Your Nest Egg, The Art of Strategic Withdrawals

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  • Resumen

  • In this episode of Retire Smart Maryland Radio, hosts Prashant Sabapathi and Jon DeFeo discuss the importance of tax efficiency in retirement planning. They explore various tools such as life insurance, income annuities, and Roth accounts, emphasizing the need for a diversified and strategic approach to wealth management. The conversation also draws parallels between retirement planning and lessons from classic literature, highlighting characters like Ebenezer Scrooge and Captain Ahab to illustrate the pitfalls of poor financial decisions.

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