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3min chapter
Learning Tax Planning Throughout Your Career with Brent Gargano
Retirement Tax Services Podcast
Navigating Tax Planning Complexities and Essential Resources
This chapter explores the intricacies of tax planning, especially backdoor Roth contributions and the pro rata rule for mixed account holders. It underscores the critical role of documentation and professional collaboration in optimizing tax strategies, along with an upcoming summit for financial advisors.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode