In this episode of Mastering Your Wealth, David Gagnon discusses the intricacies of tax planning, Roth conversions, and the importance of guaranteed income in retirement. He emphasizes the need for personalized financial strategies that consider individual circumstances and long-term goals. The conversation highlights the significance of year-round tax planning and the potential benefits of annuities and pension maximization strategies for ensuring financial stability in retirement. 

Get Your FREE Financial Tax Analysis TODAY!

 

See omnystudio.com/listener for privacy information.