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Understanding The Tax Implications Of Annuities
Manage episode 411456125 series 3561347
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Diversifying tax buckets is important when minimizing tax implications. A plan that considers the lowest tax bracket today and throughout retirement is essential to understand when aiming for tax efficiency.
In this episode, Mike and Ryan break down how different investments such as annuities have varying tax implications, and why preserving and protecting wealth in retirement should be a goal when building out a plan.
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