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The Physician's Guide To Financial Wellness

Feb 15, 2021

Tax planning in retirement doesn’t always get the same attention as tax planning during your working years, which is too bad because, for many people, there’s potential to lower your lifetime tax bill by tens or even hundreds of thousands of dollars through proactive planning. In this episode, we discuss the three key tax planning windows in retirement and share some tips and suggestions for what you can do during each window to minimize your retirement tax bill. From Roth IRA conversions to strategic withdrawals from your retirement accounts to qualified charitable distributions, and more. 

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