Episode 22: Pay Less Tax - podcast episode cover

Episode 22: Pay Less Tax

Nov 17, 202116 minSeason 1Ep. 22
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Episode description

Takeaways:
  1. Make sure you know what your tax liability looks like in retirement.
  2. Your RMD’s can cause the tax you pay to go up on all other sources of income.
  3. Would a Roth IRA conversion or special designed life insurance benefit you?
  4. Have a Roth IRA conversion calculation done for you.
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