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Mark tackles some of the important questions people have about taxes in retirement and options available to better protect your income. Also covered are questions answered at the recent South Shore Retirement Webinar. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
Podcast: Play in new window | Download (Duration: 30:01 — 20.6MB) | Embed
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Mark relates the concerns of many over losing not only their jobs but seeing unwelcome changes to defined benefits as companies are forced to tighten their belts. But with proper planning and careful guidance, there are ways to protect your assets and retain security. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
Podcast: Play in new window | Download (Duration: 30:00 — 20.6MB) | Embed
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Mark examines some stats from the last great downturn in 2008-09, what’s similar and different about that period and the Covid-19 crisis. How does all of this upheaval affect your 401 K investments and why protecting your nest egg through proper planning is an excellent plan of action. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
Podcast: Play in new window | Download (Duration: 30:02 — 20.6MB) | Embed
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Mark and Jordan explore key questions people of retirement age have about the CARES Act and how it impacts them. Also, the critical need for quick response to client needs during the pandemic and how South Shore Retirement Services is quickly adapting to help. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
Podcast: Play in new window | Download (Duration: 30:04 — 20.6MB) | Embed
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Mark and Jordan discuss the rising unemployment numbers with sound advice for older workers losing their jobs so close to retirement. Also, a look at the options and consequences of rolling over funds now to a Roth IRA. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.