Financial Strategies - Know Your Number
Everyone wants to know their retirement number. Is it $1 million? $2 million? $5 million?In this episode of Financial Strategies, Andrew and Daniel Agemy explain why your total savings may not be the number that matters most.They examine four important areas retirees should understand: personal risk tolerance, Roth conversion and tax considerations, total investment fees, and the amount of income a portfolio can actually produce.The discussion explores why your investments should align with the amount of volatility you can realistically tolerate, how strategic tax planning may affect what you…
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