Episode Details
Back to EpisodesWhy Tax Planning and Your Investments Are Connected
Episode 136
Published 1 year ago
Description
“Hey Mike, how would you plan differently if you had someone with $2 million in an IRA vs someone with $2 million in a brokerage account?” Discover how your retirement plan and strategies can change based on how much you have in pre-tax, after-tax, and tax-free accounts.
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