Episode 136
Why Tax Planning and Your Investments Are Connected
February 6, 202512m 28s
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Show Notes
“Hey Mike, how would you plan differently if you had someone with $2 million in an IRA vs someone with $2 million in a brokerage account?” Discover how your retirement plan and strategies can change based on how much you have in pre-tax, after-tax, and tax-free accounts.
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Topics
taxestax planninginvestmentsretirementretirement planningpersonal financeIRARoth401(k)retirees