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Smarter Strategies for Retirement, Wealth Building, and Taxes with Michael Kitces

All the Hacks with Chris Hutchins

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Mastering Retirement Accounts and Withdrawals

This chapter explores effective strategies for managing retirement accounts, particularly traditional IRAs and 401(k) plans. It covers topics such as rolling over accounts for better flexibility, navigating backdoor Roth IRA conversions, and understanding early withdrawal options without penalties. Additionally, the chapter emphasizes optimizing tax efficiency in retirement distributions and the strategic allocation of accounts for heirs and charitable donations.

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