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Episode 52: Michael’s question: Should I make tax moves now?
Michael’s worried about what’s coming next with taxes.
With new laws, political shifts, and constant talk about Roth conversions and trusts, it’s easy to feel uncertain about what to do.
In this episode, Scott breaks down how to think strategically about future tax changes—and what moves might make sense now to protect your retirement plan.
We’ll cover proactive tax strategies, timing considerations for Roth conversions, and how to structure investments and estates to stay flexible no matter what Washington does next.
Learn how to stay ahead of tax law changes and keep more of what you’ve earned.
Get on our phone calendar, for free, at TuckerRetirement.com.
With new laws, political shifts, and constant talk about Roth conversions and trusts, it’s easy to feel uncertain about what to do.
In this episode, Scott breaks down how to think strategically about future tax changes—and what moves might make sense now to protect your retirement plan.
We’ll cover proactive tax strategies, timing considerations for Roth conversions, and how to structure investments and estates to stay flexible no matter what Washington does next.
Learn how to stay ahead of tax law changes and keep more of what you’ve earned.
Get on our phone calendar, for free, at TuckerRetirement.com.
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By Scott TuckerMichael’s worried about what’s coming next with taxes.
With new laws, political shifts, and constant talk about Roth conversions and trusts, it’s easy to feel uncertain about what to do.
In this episode, Scott breaks down how to think strategically about future tax changes—and what moves might make sense now to protect your retirement plan.
We’ll cover proactive tax strategies, timing considerations for Roth conversions, and how to structure investments and estates to stay flexible no matter what Washington does next.
Learn how to stay ahead of tax law changes and keep more of what you’ve earned.
Get on our phone calendar, for free, at TuckerRetirement.com.
With new laws, political shifts, and constant talk about Roth conversions and trusts, it’s easy to feel uncertain about what to do.
In this episode, Scott breaks down how to think strategically about future tax changes—and what moves might make sense now to protect your retirement plan.
We’ll cover proactive tax strategies, timing considerations for Roth conversions, and how to structure investments and estates to stay flexible no matter what Washington does next.
Learn how to stay ahead of tax law changes and keep more of what you’ve earned.
Get on our phone calendar, for free, at TuckerRetirement.com.