The Secret to Keeping More Money in Retirement!

Roth money is your retirement tax secret weapon! Pay taxes now, and your investments grow tax-free. Withdrawals after 59½? Zero taxes! Plus, no forced withdrawals, so you control your money. Want to keep more of your savings in retirement? Check out my full video to learn how!

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Chisholm Financial Planning & Investments is owned by Jenny Logan and is a registered investment advisory firm regulated by the Securities & Exchange Commission in accordance and compliance with US securities laws and regulations. Chisholm Financial Planning & Investments does not render, or offer to render, personalized investment or tax advice through any videos or other content on any social media platform to include YouTube. The information provided in these videos is provided without compensation and for informational and educational purposes only and does not constitute financial, tax, investment, or legal advice.

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