This is a story of one of our RealWealth members, who came in for a strategy session to get some ideas on how to reduce her taxes this year. Learn the options she was given, the potential outcomes for each, and find out which strategy she chose.
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On this show, Kathy Fettke interviews Kaaren Hall, founder and CEO of uDirect IRA Services, to clarify any confusion about what you can and cannot do with your IRA.