Fred goes over ten ideas you need to consider in your retirement planning while there is still time.  Topics include Roth conversions, life insurance benefits, tax-loss harvesting, and using annuities to manage the timing of taxes for non-qualified assets.  Proactive tax strategies are the overall theme of this podcast which also includes a discussion on deferring capital gains losses and charitable contributions.

You can reach Fred Saide by calling 800-593-8188.

Money Matters USA

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