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Mastering Retirement: Navigating Taxes & Strategic Financial Planning

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Manage episode 411456121 series 3561333
Content provided by Impact Patnership and Steve Hoyl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Patnership and Steve Hoyl or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Discover the importance of having a solid tax strategy in retirement, as Steve and Derrick discuss the significant impact taxes can have on your retirement income. Learn why merely having financial assets isn't enough and how a comprehensive tax plan can optimize your financial future.

Delve into practical steps to develop a customized tax plan tailored to your goals and circumstances. From identifying tax-saving opportunities to executing strategic Roth conversions, Steve and Derek provide actionable advice to minimize tax burdens and maximize retirement savings.

Get your custom Tax Plan TODAY!

See omnystudio.com/listener for privacy information.

  continue reading

167 episodes

Artwork
iconShare
 
Manage episode 411456121 series 3561333
Content provided by Impact Patnership and Steve Hoyl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Patnership and Steve Hoyl or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Discover the importance of having a solid tax strategy in retirement, as Steve and Derrick discuss the significant impact taxes can have on your retirement income. Learn why merely having financial assets isn't enough and how a comprehensive tax plan can optimize your financial future.

Delve into practical steps to develop a customized tax plan tailored to your goals and circumstances. From identifying tax-saving opportunities to executing strategic Roth conversions, Steve and Derek provide actionable advice to minimize tax burdens and maximize retirement savings.

Get your custom Tax Plan TODAY!

See omnystudio.com/listener for privacy information.

  continue reading

167 episodes

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