A CFP Poked Holes in My Traditional vs. Roth Strategy—Does It Still Hold Up?
The Money with Katie Show
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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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