In this episode, we break down how to effectively manage your lifetime taxes & how they effect your investment decisions. Cody shares insights from his recent book, "Tax Planning to and Through Early Retirement," which has already sold over 8,000 copies. Some highlights:
- Understanding your income sources in retirement
- The impact of tax rates on your financial decisions
- Strategies for maximizing tax efficiency through Roth conversions and traditional contributions
- Real-life examples of clients navigating their retirement planning
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✅ Financial planning for 30-50 year old entrepreneurs: https://www.allstreetwealth.com
✅ My personal blog & newsletter: https://www.thomaskopelman.com
Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.
