All Episodes
Adapting Retirement Strategies: Social Security, Roth Conversions, and Financial Advice
Navigate complex retirement decisions: optimize Roth conversions, strategically claim Social Security, and set financial boundaries to secure your future.
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Strategic Roth Conversions Maximize Wealth Transfer Amid Evolving Tax Laws
Lock in today's low tax rates with Roth conversions to secure tax-free growth and distributions for yourself and your heirs, even as tax laws evolve.
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Early Retirement Viability Hinges on Withdrawal Rate and Age
Early retirement with substantial assets carries significant risk due to extended time horizons. A low withdrawal rate is crucial to mitigate market volatility and ensure funds last 40+ years.
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