Tax Planning for the Future

An episode of the Retire With Integrity Podcast with Brian Bowen podcast, hosted by Brian Bowen, titled "Tax Planning for the Future" was published on August 4, 2022 and runs 9 minutes.

August 4, 2022 ·9m · Retire With Integrity Podcast with Brian Bowen

0:00 / 0:00

Episode Description

Why does tax planning matter for your retirement plan? Brian talks through the difference it can make and why you should pay attention to it now as a part of your financial plan.

Today's show schedule:

0:12 - Should you use the same person for tax planning and retirement planning?

3:39 - Is it worthwhile to do a Roth conversion?

Get Additional Information: https://financialplanningva.com/podcast/

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