Must-Know Tips if You have a $500K+ Portfolio

Must-Know Tips if You have a $500K+ Portfolio

June 25, 2022
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Have a $500K+ portfolio?  In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey share some Must-Know Tips that you won't want to miss!  Topics include:
Qualified & Non-qualified Money
Capital Gain
X-Ray Report
Liquidity
Social Security
Sequence of Returns Risk

Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: podcasts.apple.com/us/podcast/mone…rk/id1126426770 

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