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WCI #127: Understanding the Mega Backdoor Roth IRA

White Coat Investor Podcast

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Navigating ETFs and Retirement Strategies

This chapter explores the functioning of ETFs and the critical role of authorized participants in managing tax efficiency. It emphasizes the importance of a gradual approach to equity adjustments for those nearing retirement and evaluates various investment strategies, including high-dividend equities and international bonds. Additionally, it addresses listener queries related to retirement accounts and offers insights on financial planning, vacation budgeting, and the use of deferred compensation accounts.

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