Category: IRA
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Ep. 28: The Roth IRA and SECURE Act: What Your Heirs Need to Know
Will your Roth IRA survive the SECURE Act? As the rules around wealth transfer keep shifting, certified retirement counselor Mark Struthers breaks down what the SECURE…
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Ep. 18: Expenses In Retirement: The Retirement Spending Smile
7.28.2025
Summary In this conversation, Mark Struthers discusses the often-overlooked topic of retirement expenses, emphasizing the importance of…
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Ep. 5: SEPP Withdrawals & Early Retirement
5.20.2024
Summary In this episode, Mark Struthers discusses the importance of a holistic approach to retirement planning, focusing…
