• Tax Efficiency in Retirement Planning

  • Apr 8 2025
  • Length: 27 mins
  • Podcast

Tax Efficiency in Retirement Planning

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  • Summary

  • 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/.

    See omnystudio.com/listener for privacy information.
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