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Roth Conversions: Smart Move or Tax Trap?

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Manage episode 514856179 series 3561334
Content provided by Kevin Madden. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kevin Madden 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://podcastplayer.com/legal.

Are hidden fees draining your retirement savings? Dive into this episode as Kevin Madden reveals the real impact of Roth conversions, alternative investments, and the secrets behind building a tax-efficient retirement plan. From the pitfalls of outdated mutual funds to strategies for replacing your paycheck, discover how to navigate today’s financial landscape and secure your future—without leaving money on the table.

Get Your Complimentary Retirement Roadmap

Your roadmap will include:

  • A retirement income strategy
  • A test to see how long your money will last
  • A tax-planning strategy

See omnystudio.com/listener for privacy information.

  continue reading

153 episodes

Artwork
iconShare
 
Manage episode 514856179 series 3561334
Content provided by Kevin Madden. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kevin Madden 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://podcastplayer.com/legal.

Are hidden fees draining your retirement savings? Dive into this episode as Kevin Madden reveals the real impact of Roth conversions, alternative investments, and the secrets behind building a tax-efficient retirement plan. From the pitfalls of outdated mutual funds to strategies for replacing your paycheck, discover how to navigate today’s financial landscape and secure your future—without leaving money on the table.

Get Your Complimentary Retirement Roadmap

Your roadmap will include:

  • A retirement income strategy
  • A test to see how long your money will last
  • A tax-planning strategy

See omnystudio.com/listener for privacy information.

  continue reading

153 episodes

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