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Eye On Retirement's panel of financial advisors Rick Everett & Larry Kloefkorn are joined by CPA Joshua Cicora and healthcare advisor Cory Hiebert for Dan's story of retirement planning with social security and roth conversion concerns.
We'll talk about what to do with pensions, IRA decisions, 401k choices, and how your financial advisor may be missing some additional pieces that make your retirement plan come together.
