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Oct. 25, 2020

Prepare, Avoid Despair

Episode 21 of Retire Hour. Jonathon McCoy, of Market Advisory Group, joins Matt Goolsby in the studio to discuss Roth IRAs and how it’s important to look into then before the end of the year. Joshua Cicora, of Market Tax Services, further discusses the benefits of Roth IRAs and how you can minimize the tax impact on these investments by planning ahead. Gerald Eidelman, Eidelman Law Firm, discusses trusts and some proper ways to use them to protect your estate. Bill Vawter, of Market Medicare Advisors, talks about the process of getting started on Medicare and some key points you don’t want to overlook.