General Discussion


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[1] Welcome

[2] Deciding when to invest after a transfer

[3] Bank on yourself

[4] Flexible indexed universal life insurance and fixed index annuities

[5] Guidance for One Getting Started Very Late

[6] Beneficiary or Living Trust

[7] Roth or Taxable Account

[8] 72(t)/SEPP changes vs Roth conversions in early retirement

[9] Stock Market Recovery


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