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Tax Efficient Maneuvers
Manage episode 404088939 series 2965563
In this podcast episode, Fred Saide discusses the importance of tax optimization strategies in retirement planning. He highlights the limitations of traditional tax planning and emphasizes the benefits of Roth contributions and conversions. Fred also explores other tax-efficient planning options, such as qualified charitable distributions and life insurance. He addresses the challenges facing Social Security and Medicare and proposes potential solutions. Fred concludes by urging listeners to proactively plan for their retirement and seek professional advice.
You can reach Fred Saide by calling 800-593-8188.
See omnystudio.com/listener for privacy information.
101 つのエピソード
Manage episode 404088939 series 2965563
In this podcast episode, Fred Saide discusses the importance of tax optimization strategies in retirement planning. He highlights the limitations of traditional tax planning and emphasizes the benefits of Roth contributions and conversions. Fred also explores other tax-efficient planning options, such as qualified charitable distributions and life insurance. He addresses the challenges facing Social Security and Medicare and proposes potential solutions. Fred concludes by urging listeners to proactively plan for their retirement and seek professional advice.
You can reach Fred Saide by calling 800-593-8188.
See omnystudio.com/listener for privacy information.
101 つのエピソード
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