The #1 Financial Mistake HNW Retirees Make
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The #1 Financial Mistake HNW Retirees Make
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About this listen
The #1 mistake High-Net-Worth retirees make is treating their tax return as a rearview mirror. In this crucial episode of Retirement Tax Matters, we dive deep into the costly disconnect between your tax return, investment plan, and long-term legacy goals.
Discover:
Why overlooking unused tax bracket space each year is costing you significant wealth.
How proactive, intra-year tax projections are the key to unlocking powerful strategies like Roth conversions.
The critical questions to ask your financial advisor about your tax return to ensure your entire financial plan is aligned and working for you.
Don't let valuable opportunities slip away.
🔗 Get our FREE High-Net-Worth Retirement Checklist:
https://www.retirementtaxmatters.com/hnw-checklist
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