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10 Tips to Optimize Taxes When You Retire Early

The Personal Finance Podcast

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Tips for Tax Optimization in Early Retirement

The chapter delves into methods for minimizing taxes during retirement, including planning RMDs, strategically withdrawing funds, converting money to Roth IRAs, and investing in tax-efficient instruments. It stresses the importance of staying updated on tax laws and provides a timeline for tax optimization based on different retirement age brackets.

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