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Maximizing Tax Benefits: The Benefits of Roth Conversions
Manage episode 429131547 series 3561333
المحتوى المقدم من Impact Patnership and Steve Hoyl. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Impact Patnership and Steve Hoyl أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
- Consider doing a Roth conversion before the expiration of the Trump tax cuts to take advantage of lower tax rates now.
- Plan for tax-free income in retirement by strategically converting a portion of your retirement nest egg to a Roth IRA.
- Be proactive in preparing for potential changes to Social Security by creating a retirement plan that takes into account the possible reduction in benefits.
- Diversify and protect your investment portfolio to mitigate the impact of market bubbles and potential market downturns.
- Factor in location, cost of living, and healthcare costs when planning for retirement to ensure your savings last throughout your retirement years.
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