Tax Planning in Retirement
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim discuss why tax planning is an important part of preparing for retirement. They explore how taxes can impact retirement income, the importance of planning ahead, and strategies such as Roth conversions and balancing pre-tax and Roth accounts. They also discuss how Social Security, retirement account withdrawals, and estate planning can all play a role in creating a more tax-efficient retirement strategy.
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The skinny
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