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Show Notes
Charisse Rivers of Zinnia Wealth Management gets indepth on tax planning and answers real questions her listners ave asked, such as:
- How can planning help reduce the overall tax burden in retirement?
- Should you consider converting to a Roth IRA?
- Is it a good idea to use money from a 401(k) to pay the taxes from that conversion?
💬 Engage, Share, and Learn with Charisse and her team at Zinnia Wealth Management:
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