Tax Planning for Retirement
- Author
- Adam Blye
- Published
- Tue 14 May 2024
- Episode Link
- https://fast.wistia.net/embed/channel/wq8am43l4l?wchannelid=wq8am43l4l&wvideoid=vdmz4stjvt
It's often forgot about by people getting ready for retirement: Taxes. Sam Liang talks about why it's crucial to have a tax plan in retirement and why it may make sense to convert some of your pre-tax 401(k) money to a Roth IRA as you near retirement.
To learn more about how Sam and his team can help you craft your own 365 Retirement Plan, log onto https://rlwealthpartners.com/ to get started.
