Latest / Make It Personal Podcast
Why Tax Strategy Is the New Financial Planning | EP 95
Most people think tax planning happens when they file a return. By then, the biggest opportunities may already be gone. In Episode 95 of Make It Personal, we explain why proactive tax strategy, not once-a-year tax preparation, should be part of every major financial planning decision.
We explore how retirement withdrawals, Roth conversions, pre-tax versus Roth contributions, required minimum distributions, Social Security timing, investment sales, charitable giving, and tax withholding can change what you keep over time. You’ll hear how the order of retirement account withdrawals can produce…
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