Retire with Purpose Radio Hour 302 - March 2, 2024

Case study: how we were able to reduce someone's fees while providing them with more income in retirement. Answering listener questions on trust taxation and options for converting your tax-deferred 401(k). Volunteering in retirement with longevity and gerontology expert, Dr. Dawn Carr. Roth conversion case study outlining how we could help a couple save on future taxes.