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

Episode metadata supplied by the publisher feed · Published May 24, 2023

Embed this episode

Attribution link and audio player

Ready to play

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

0:00 26:11

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The Best of Refining Retirement?

This episode is 26 minutes long.

When was this The Best of Refining Retirement episode published?

This episode was published on May 24, 2023.

Can I download this The Best of Refining Retirement episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!