Tax Efficiency in Retirement Planning
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Tax Efficiency in Retirement Planning
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About this listen
In this conversation, John Blanchard discusses various strategies for retirement planning, focusing on tax efficiency, market volatility, and investment strategies. He emphasizes the importance of understanding tax implications, particularly regarding Roth conversions, and how to manage assets effectively to ensure financial stability in retirement. The discussion also touches on the significance of planning for future taxes and the risks associated with relying on luck for financial security.
Schedule a complimentary appointment today! Get to know John and the entire team at https://matthewjames.com/.
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.