This is the time of year where a lot of people are making or at least thinking about new year's resolutions. Having a forward-looking approach is also key with retirement planning, but we don't just have our eyes set on 2024. We're also looking ahead even further to 2025, 2026, and beyond. Make sure to take note of these five long-term strategies for a better retirement from Dean Barber and Bud Kasper, CFP®, AIF®. Retirement Plan Checklist: https://bit.ly/3GuwtZQ Tax Reduction Strategies: https://bit.ly/3GwTCuJ Become a Rothaholic: https://bit.ly/3uPpIQ0 Financial Planning Tool: https://bit.ly/47LL6UJ Meet with Us: https://bit.ly/3TdQdZj Roth vs. Traditional with Bud Kasper and Corey Hulstein: https://youtu.be/ASEEO30DZfI?si=LcuET39wALJ05iqQ How Does a Roth IRA Grow?: https://youtu.be/sJcVt95fKZo Don't Retire Without Doing These 8 Things: https://youtu.be/nbF2B5efXtc 2023 Year-End Tax Planning: https://youtu.be/MEm7iB6HDa8 4 Big Tax Mistakes Retirees Need to Avoid: https://youtu.be/eTJV5UF9j4Q Roth Conversion Decisions for 2023: https://youtu.be/Ce8ZA-rbSbc Understanding SECURE 2.0 with Ed Slott: https://youtu.be/HHPMo9l0yeg

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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