Retirement Plan Rollover

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Recorded06 Oct 2022

Publisheryourlifesimplified.libsyn.com ↗

Handlerec:14481676

Show notes

In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, discuss how retirement plan rollover works. They also discuss your rollover options, including but not limited to the pros and cons of using an IRA as a rollover vehicle, and what options may be beneficial to your long-term goals.

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