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Joe Murphy discusses the critical aspects of retirement planning, focusing on the often-overlooked tax implications that retirees face.
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Joe Murphy discusses the critical aspects of retirement planning, focusing on the often-overlooked tax implications that retirees face. From Social Security taxation to Required Minimum Distributions (RMDs), Joe emphasizes the importance of strategic planning to minimize tax burdens and maximize retirement income. He also covers the impact of the Secure Act on inheritance, the benefits of Roth conversions, and the emotional aspects of estate planning. Listeners are encouraged to take proactive steps in their financial planning to ensure a secure and fulfilling retirement. Call or text 800-930-5905. Visit MWMFinancial.Tax to learn more.
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1. Joe Murphy discusses the critical aspects of retirement planning, focusing on the often-overlooked tax implications that retirees face. (00:00:00)
2. TEASE BEGINS HERE (NOT DURING SOUND EFFECT) (00:00:01)
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