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Tax Moves You Can Still Make for 2023 and The Truth On Private Equity

The Long Game

CHAPTER

Strategic Tax Planning for Optimized Savings

This chapter emphasizes the importance of proactive tax planning, highlighting the benefits of strategies like solo 401k over step IRAs. It discusses tax-saving methods for high-net-worth individuals, focusing on maximizing contributions before the tax deadline and utilizing Roth accounts for potential advantages.

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