Retirement DNA

Episode 23: Why You Should Pay Tax Now, Instead of Later


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  1. Look at your accounts with your Reality Glasses on
  2. Understand that the amount you see on your 401(k)/IRA statement isn't all yours
  3. Make smart long term tax decisions
  4. Know the difference in tax between converting all at once or over a certain time period
  5. Have us run a Roth Conversion calculation for you
...more
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Retirement DNABy Aaron Johnson

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