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Maximizing Tax-Free Income with Roth Conversions
Manage episode 428022497 series 3561765
Sisällön tarjoaa Impact Partnership and Steve Anzuoni. Impact Partnership and Steve Anzuoni tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
- Consider doing Roth conversions if you are in the right tax situation and have other liquid assets to pay the taxes.
- Social Security is in trouble but unlikely to go away completely; it is important to be proactive and make informed decisions about when to start taking benefits.
- Have a mid-year financial checkup to re-evaluate retirement contributions, withholding amounts, investment allocations, and estate plans.
Schedule your Complimentary Retirement Review NOW! Call Steve at 508-544-0560!
See omnystudio.com/listener for privacy information.
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