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8min chapter
Q&A: The Roth Decision at Every Income Level (And Why It Matters Now!)
Afford Anything
Maximizing Tax Flexibility
This chapter explores strategies for building a tax triangle to manage future tax brackets effectively and the benefits of withdrawing funds from various accounts. It also covers life insurance planning, the nuances between Roth conversions and contributions, and the importance of cash flow planning in relation to tax liabilities.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode