The Best Of Refining Retirement Podcast - Your Tax Plan in Retirement

from The Best of Refining Retirement · host Brad Ford

Dana and Brad discuss Strategic Roth Conversions and tax liability reduction strategies. Takeaways: -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." Download our FREE helpful resource

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This episode is 26 minutes long.

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This episode was published on May 24, 2023.

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