A CFP Poked Holes in My Traditional vs. Roth Strategy—Does It Still Hold Up?
The Money with Katie Show
Tax implications for business owners, Fresh Invest recap, Fidelity basket portfolios, and RMDs
This chapter explores the tax implications for business owners who aim to minimize taxes, including the potential impact on their future social security benefits. It also highlights a sponsored investing podcast called Fresh Invest and discusses the final episode of the fourth season. Additionally, required minimum distributions (RMDs) and the tax implications for long-term contributors to their 401k are discussed.
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