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549, How to Diffuse Your Ticking Tax Time Bomb w/ Ed Slott

Earn & Invest

CHAPTER

Navigating Your Retirement: A Five-Step Tax Strategy

This chapter outlines a five-step action plan aimed at tackling tax-related challenges in retirement savings, highlighting crucial timing strategies and the importance of safeguarding retirement accounts. The discussion also covers the advantages of investing in Roth accounts and the strategic use of life insurance in light of recent legislative changes.

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