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2min chapter
3-Levels Podcast: Considerations for Traditional v. Roth accounts
UBS On-Air: Market Moves
Strategic Tax Planning for Retirement Income Diversification and Flexibility
This chapter explores the complexities of predicting future tax rates and offers advice on diversifying assets across various tax treatments. It also suggests the strategic use of Roth conversions during low tax years in retirement for optimal tax management.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode