10 Tax Planning Opportunities You Don’t Want to Miss, Ep #178

Financial Symmetry: Balancing Today with Retirement

English - November 28, 2022 08:00 - 24 minutes - 19.8 MB - ★★★★★ - 45 ratings
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Previous Episode: What are the Fundamentals That Guide Your Investing Decisions in Retirement?, Ep #177

Next Episode: 5 Behavioral Financial Biases and How to Overcome Them, Ep #179

📬 Tips each month to help you reach your Ideal Retirement. Subscribe to the Financial Symmetry newsletter and receive a free Mega-backdoor Roth guide.

What if one of these ten tax tools could be the tax opportunity that you’ve been missing?

If you are looking to increase your wealth over your lifetime, you’ll want to ensure that you have the best tax planning strategies in place for long-term success.

Paying more taxes now to lower your lifetime tax rate may seem unconventional, but if you are serious about building wealth, this episode could include steps to help you get there.

From donor-advised funds, QCDs to Roth conversions and more. See if any of these 10 could benefit you.

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