475 | How to Access Your Retirement Accounts Before 59.5 | Sean Mullaney
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Maximizing Tax Efficiency in Retirement Planning
In retirement planning, individuals can benefit from considering strategies such as Roth conversions to potentially pay zero tax, taking advantage of the standard deduction and lower tax brackets. Furthermore, for those on an Affordable Care Act plan, maintaining income above certain limits is crucial to remain eligible for a premium tax credit. When it comes to retirement income, prioritizing taxable assets first is recommended.
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