Tax Planning with Roth Accounts & Life Insurance

from Optimize Your Retirement · host Daniel Razvi & Imran Razvi

As a licensed tax attorney, Daniel Razvi knows how to plan effectively for his clients when it comes to their taxes in retirement. On this episode, he and his father, Raz, discuss the only two tax-free investments available to Americans: Roth accounts and life insurance. Book a Meeting with Daniel and Raz For More Information: Higher Ground Financial Group Contact Us at 1-888-263-4434 (888-263-HGFG)

Episode metadata supplied by the publisher feed · Published May 22, 2024

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Tax Planning with Roth Accounts & Life Insurance

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This episode is 13 minutes long.

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This episode was published on May 22, 2024.

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