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Wealth Planning Podcast - SECURE 2.0 Act

UBS On-Air: Conversations

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How to Reduce Your Tax Blast on Your Retirement Assets

Every single household is going to have a different ratio of those taxable tax deferred and tax exempt dollars. It's important to work with your financial advisor, but also that tax advisor as well,. They'll be able to help you maybe pinpoint a little bit more of an accurate current tax rate and future tax rate too.

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