In this episode, Samantha Nash draws parallels between preparing for a snowstorm and preparing for retirement, emphasizing the importance of planning to ensure your lifestyle, healthcare, and legacy are secure. She explains that without proper tax planning and doing nothing, you could lose 20 to 30% of your retirement savings in retirement.

Samantha debunks the myth that taxes will automatically be lower in retirement, highlighting that many people may end up in the same or higher tax brackets due to required minimum distributions (RMDs), pensions, and social security. She highlights the value of strategies such as Roth conversions, tax loss harvesting, and income tax minimization to protect your assets from taxes.

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