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Diversification, IRA's and Timing Your Social Security
Manage episode 435599125 series 3578578
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Keith Wiltfong of Capstone Planning shares stories of the impact of investment decisions on people's lives, highlighting the importance of diversification and avoiding concentrated positions. He also addresses viewer questions about exchange-traded funds, rolling over a Simple IRA to a Roth IRA, and the timing of retirement in relation to Social Security benefits. Keith explains the benefits of cash value life insurance and provides insights on debt strategies and required minimum distributions.
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