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Episode 6: Roth, Social Security, and Tax Smoothing
Is the Roth IRA for you? When should you file Social Security? When does it make sense to accelerate your taxable income? Ross and Dan talk through three common planning issues in this week's show.
E-mail us at [email protected] to submit your questions for the show!
Send us a text
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram
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By Ross Anderson, CFP® and Daniel Messeca, CFP®
5
6464 ratings
Is the Roth IRA for you? When should you file Social Security? When does it make sense to accelerate your taxable income? Ross and Dan talk through three common planning issues in this week's show.
E-mail us at [email protected] to submit your questions for the show!
Send us a text
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram
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