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WCI #360: Student Loans and Filing Your Taxes

White Coat Investor Podcast

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Strategies for Optimizing Retirement Contributions and Financial Planning

This chapter explores tax planning, financial advisor fee structures, and the significance of working with a financial planner. It delves into proactive tax planning, asset management decisions, and the various approaches to charging for financial services. Discussions touch on maximizing retirement contributions through Roth IRAs, backdoor Roth strategies, and the complexities of mega backdoor Roth contributions within 403b plans.

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