Smart Planning Sessions: Go “Work Optional” and Move Retirement Funds Penalty-Free (Plus: Your Midyear Money Check-In)
In this month’s Smart Planning segment, a financial advisor discusses how to transfer retirement funds penalty-free and how to adopt a “work optional” mindset. How can you check in on your financial progress halfway through the year? What steps do you need to follow to move your Roth IRA from a robo-advisor to a…
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