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549, How to Diffuse Your Ticking Tax Time Bomb w/ Ed Slott

Earn & Invest

CHAPTER

Navigating the Retirement Tax Landscape

This chapter examines the shift from defined benefit to defined contribution plans and the complex tax implications arising from this change. It highlights the urgent need for proactive financial planning, particularly for younger savers, while challenging common misconceptions about tax brackets during retirement. The discussion also addresses strategies like Roth conversions and the critical planning period for optimizing tax outcomes ahead of required minimum distributions.

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