Live Life Liberated

44. How To Optimize Retirement Plan Distributions (In Light of Proposed Tax Changes) — Part Two


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The Build Back Better Act has recently been passed by the U.S. House of Representatives. While it is yet to become a law, there are steps you can take today to minimize the legislative proposal’s impact on your wealth transfer, in case it is passed. In this episode, Derek Myron and Kyle Malmstrom dive into …

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Live Life LiberatedBy Centura Wealth Advisory

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