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483: The Future of Tax Rates: How to Keep More of Your Money and Pay Less Taxes with Ed Slott

Retire With Purpose - The Retirement Podcast

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Harnessing Life Insurance for Estate Planning

This chapter explores the vital role of permanent cash value life insurance in tax planning and estate management, highlighting its advantages over IRAs post-SECURE Act. It emphasizes the importance of individual circumstances in choosing between Roth conversions and life insurance investments, urging listeners to seek personalized financial advice.

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