Frank and Frankie discuss the complexities of taxes and the importance of tax planning for retirement. They highlight the challenges of navigating the thousands of pages of the tax code and the additional IRS regulations.

Also, Frank and Frankie touch on the benefits of Roth conversions and using non-qualified funds before tapping into Roth accounts.

Connect with the team at A Better Way Financial  to start developing your income plan in retirement today!

Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

See omnystudio.com/listener for privacy information.