The Tax Advice Your Advisor Isn’t Giving You
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The Tax Advice Your Advisor Isn’t Giving You
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About this listen
What if your advisor’s silence on taxes is costing you thousands? This episode exposes the pitfalls of poor tax planning, the power of Roth conversions, and why Social Security isn’t as tax-free as you think. Randy and Peggy Fisher share real-life stories, break down self-directed IRAs, and reveal how “taxes on sale” could reshape your retirement strategy.
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