Tax Planning in Retirement vs. Working Years
The Savvy Investor Podcast · Mike Canet
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Show Notes
Lawrence Kiely and Samantha Nash explain the complexities of tax planning, particularly focusing on the differences between tax strategies during working years and retirement. They highlight the importance of proactive tax planning, the implications of Roth conversions, and the impact of required minimum distributions (RMDs) on retirement savings. The discussion also touches on the government's approach to taxation and the significance of strategic planning for future generations.
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