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13min chapter
A CFP Poked Holes in My Traditional vs. Roth Strategy—Does It Still Hold Up?
The Money with Katie Show
Tax Optimization Strategies for Retirement
This chapter explores various tax optimization strategies for retirement, including pulling out money during pre-social security years, passing along tax-free assets to heirs, and considering tax implications of early retirement. It also discusses the challenges of executing tax strategies on your own and the impact of taxable income on healthcare plan tax credits and medicare premiums.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode