Money Saving Tax Strategies You Need to Know Right Now

The IRS tax code, as it stands today, won’t survive. Some recent changes will either expire in 2026 or, if the political winds in Washington shift, perhaps sooner. Taxes are one of the biggest expenses you’ll face in retirement. Proper tax planning is imperative. In this episode, I detail four important strategies for Roth conversions you can use today that will help you save on taxes in the years ahead.

Program Length: 33 minutes

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