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Never Pay Taxes Again
Manage episode 431484395 series 3468502
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Brian and Jeff discuss tax planning strategies for retirement, including Roth IRA conversions, tax bracket management, and inherited IRAs. They emphasize the importance of understanding tax law to minimize taxes and make retirement savings last longer. They also discuss the benefits of contributing to and converting to Roth IRAs, including tax-free income in retirement, lack of RMDs, and potential to avoid paying taxes on retirement savings. The conversation highlights the importance of proper planning and communication between clients and accountants to optimize Roth IRA benefits.
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