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Personal Investments • Re: Portfolio check / tax-efficient withdrawal strategies

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Thanks very much to all for the helpful responses. I have put my name on the Ferri waitlist, since I think his “second opinion” service is just what I’m looking for. In the meantime, we will stay the course and try to push as much as we can into tax-deferred.

Statistics: Posted by AlaskaNewbie — Sun Jul 21, 2024 4:09 pm



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