Consolidation of Accounts for Snowbirds
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Description
Gerry Scott chats with Heather Sanders from Tax Junction about how bringing together your accounts, including TIAA, TSP, Roth IRA, IRA, 401(k) & Investment Account under one firm isn't just about numbers; it's about creating a harmonious financial landscape. Learn how streamlining your financial picture will help pave the way for a more cohesive and effective strategy.
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