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Year-End Financial Planning Strategies
Manage episode 449768363 series 3561339
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This week, JoePat Roop covers essential financial planning strategies as the year comes to a close, emphasizing the importance of tax loss harvesting, Roth conversions, and proactive planning to manage taxes effectively in retirement. JoePat highlights the significance of understanding tax implications on retirement savings and the need for strategic planning to ensure financial stability and dignity throughout retirement.
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