Retirement Revolution: Investment Tips From 401(k) to Roth IRA
Wealthion - Be Financially Resilient
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.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
