Zoom Out: Optimizing Retirement Accounts

Zoom Out: Optimizing Retirement Accounts

Update: 2024-11-20
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Description

Managing multiple accounts as you approach retirement can feel overwhelming. In this episode, we explore how taking a "big picture" approach to your 401(k), IRAs, brokerage accounts, and more can help you maximize tax efficiency and optimize growth.  




Full show notes: https://www.bonfirefinancial.com/optimizing-retirement-accounts/


To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com
Disclosure: https://www.bonfirefinancial.com/disclosure/

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Zoom Out: Optimizing Retirement Accounts

Zoom Out: Optimizing Retirement Accounts

Brian Colvert | Bonfire Financial