Two asian couples and men and women are together analyzing expenses or finances in deposit accounts and daily income sources with an savings economical concept.

Episode 29 – Your Tax Plan in Retirement

May 24, 2023

Dana and Brad discuss Strategic Roth Conversions and tax liability reduction strategies.

  • A Strategic Roth Conversion can transfer money from a tax deferred account to a tax-free account to help you avoid paying more in taxes at a later date
  • It’s never too late to create a Retirement Plan. People don’t plan to fail; they fail to plan

“A ROTH Conversion is a taxable event that may not be suitable for everyone. Consult your tax advisor regarding your situation.”

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