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Maximizing Tax Benefits: The Benefits of Roth Conversions
Manage episode 429131547 series 3561333
Sisällön tarjoaa Impact Patnership and Steve Hoyl. Impact Patnership and Steve Hoyl 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 a Roth conversion before the expiration of the Trump tax cuts to take advantage of lower tax rates now.
- Plan for tax-free income in retirement by strategically converting a portion of your retirement nest egg to a Roth IRA.
- Be proactive in preparing for potential changes to Social Security by creating a retirement plan that takes into account the possible reduction in benefits.
- Diversify and protect your investment portfolio to mitigate the impact of market bubbles and potential market downturns.
- Factor in location, cost of living, and healthcare costs when planning for retirement to ensure your savings last throughout your retirement years.
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