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Lifetime Income Series: Underutilized and Unrecognized Tax Strategies – Why You Want a Roth IRA

We’ve been talking a lot about taxes lately and hopefully you’ve been paying attention. In today’s podcast, we cover the basics of a Roth IRA and why it can play an important role for minimizing taxes and planning for your financial future. For our related case study, see pdf here or follow along with the slides below.

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