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WCI #126: How to Reduce your Investment Taxes with Phil DeMuth

White Coat Investor Podcast

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Tax Strategies and the SECURE Act

This chapter explores various tax strategies to enhance investment efficiency, focusing on asset allocation and low turnover accounts. It discusses the potential implications of the SECURE Act on retirement plans and the importance of awareness among professionals regarding its impact on inherited IRAs. The conversation highlights critical dates for financial planning and the new regulations affecting annuity offerings, raising questions about conflicts of interest and long-term financial growth.

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