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Listen "Retirement Policy and Giving to Future Generations"
Episode Synopsis
This week on the Retirement Trailhead Jason Lambert and David Topper begin the show taking about the impact that Government policy and elections may have on retirement. Then, it's time to look into 401(k) rollovers. Next, we dive into 529 plans and other ways to give to children and grandchildren. Finally, we close it our with the weekly market wrap.
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In God we trust