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Capitalist Investor

Strategic Wealth Partners

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Avoid These Common IRA Mistakes for Better Retirement Savings, Ep. 257

In this week's engaging episode of the Capitalist Investor, hosts Derek, Tony, and along with guest Dave Abate, delved into some crucial financial planning subjects. Here are the top five hot topics discussed:1. Common IRA MistakesDerek kicked off the discussion by underscoring common mistakes people make with their IRAs. A major point was the confusion between Roth and traditional IRAs, and how selecting the appropriate one can significantly impact your tax situation and future financial sta...

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