GRD033: Should I Change Financial Advisors When I Retire?

Season 3 Episode 5  ·  Oct 31, 2024, 09:00 AM

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In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss whether or not it is a wise choice to change financial advisors upon retirement. 
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GRD034: How Big of a Deal Is the 529 To Roth Rollover?
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