Retirement DNA

Episode 22: Pay Less Tax


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Takeaways:
  1. Make sure you know what your tax liability looks like in retirement.
  2. Your RMD's can cause the tax you pay to go up on all other sources of income.
  3. Would a Roth IRA conversion or special designed life insurance benefit you?
  4. Have a Roth IRA conversion calculation done for you.
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Retirement DNABy Aaron Johnson

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