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What is in it
- The calendar-year test that decides everything — and why weeks matter more than years
- The three accounts, what each one does, and why the Roth gets filled two different ways
- How to size the bridge from 55 to 59½ — including the tax on conversions, which most people forget
- The two plan-document questions to ask in writing before you move a dollar
- Three one-way doors that cannot be undone once you walk through them
- A seven-question checklist to work through before you give notice
Johnny Borrelli