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Ep. 7 - Use IRS Rules to Your Advantage and Retirement Jobs

Ep. 7 - Use IRS Rules to Your Advantage and Retirement Jobs

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We discuss the potential issues with mostly pre-tax money heading into retirement. How Roth conversions and packing your lower tax brackets full can help lower your overall tax bill. We introduce how the rule of 55 and 72t can aid in early retirement. Lastly, we discuss some options for work/volunteering in retirement.

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