Discussion Retirement planning

  • Are you affected by the Social Security rules? Has anyone you know changed their retirement planning due to the new Social Security rules?
  • Discuss the advantages and disadvantages to using a traditional IRA, including when it may be advantageous to use a nondeductible IRA.
  • Discuss situations in which an individual may not be allowed, or may not wish to use, a Roth IRA for retirement planning.
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