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Tax Nightmare at Age 90

Tax Nightmare at Age 90

Fire Your Financial Advisor by Golden Reserve · Greg Aler

June 3, 20255m 5s

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Show Notes

When you get into retirement, you’ll pay fewer taxes…right? Not always. We have a story that shows how important it is to consider IRA-to-Roth conversions in your 60s.

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Topics

retirementRMDtax planningSocial SecurityRoth conversionfinancial advice