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Podcast: Retire Today
Episode: Podcast 20 — Retirement Planning for WE Energies Employees
Description: As a Milwaukee-area firm, Keil Financial Partners has walked alongside countless WE Energies employees throughout their retirement journeys.
Because of this, Jeremy Keil and his team have discovered some key potential pitfalls and success strategies for WE Energies / WEC Energy Group employees. Today, Jeremy is sharing some of these planning considerations and why they’re an important part of your retirement picture.
In this episode, you’ll learn:
Five potential planning pitfalls
About the net unrealized appreciation tax rule and how it can benefit you
Seven secrets of success
Strategies for your stock options
And...