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Retirement Revolution: Investment Tips From 401(k) to Roth IRA

Wealthion - Be Financially Resilient

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Optimizing Tax Strategies for Retirement Planning

Exploring the tax implications of 401k and Roth IRA withdrawals, including discussions on mega Roth conversions, shifting assets to minimize future tax burdens, and utilizing Roth accounts for tax-free growth. Emphasizing the importance of working with tax professionals for strategic planning and considering options like qualified charitable distributions for tax mitigation.

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