5-16-26 Planning Smarter for Retirement: Roth Rules, Business Sales & Market Volatility

In this episode, the Retirement Coaches discuss strategies for navigating today’s financial landscape, including Roth IRA and 401(k) rollover rules, avoiding costly tax mistakes, managing retirement income, and handling market volatility. The conversation also covers business sale planning, rising energy costs tied to AI growth, and practical ways retirees can stay financially and physically active throughout retirement.

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