Roth Conversions: Smart Move or Tax Trap?
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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 From the pitfalls of outdated mutual funds to strategies for replacing your paycheck, discover how to navigate today’s financial landscape and secure your future—without leaving money on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.
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Your roadmap will include:
- A retirement income strategy
- A test to see how long your money will last
- A tax-planning strategy
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153 episodes