Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) cover image

5 Tips From My Wealthiest Clients On How They Retired Early

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

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Strategic Retirement Planning: Insights from Wealthy Clients

This chapter delves into how affluent clients navigate retirement by employing strategies like tax gain harvesting and Roth conversions to reduce tax liabilities. It underscores the importance of a personalized retirement plan that balances personal interests with effective tax management and withdrawal strategies.

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