There are good tax planning strategies and then there are great tax planning strategies. Today, we will discuss what I think is a great tax planning strategy – in the right situation and if properly implemented.
In this episode, Steve and Mel discuss the following:
Resources:
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#14 - Travel In Retirement: Part II
#13 Travel In Retirement: How It’s Different And Why It Matters
#12 -Should I Pay Off My Mortgage at Retirement?
#11- What is the Optimal Claiming Age for Social Security?
#10 - Social Security Fundamentals
#09 - Designing an Ideal Retirement: Working in Retirement
#08 - Well Being In Retirement: Renewal
#07 - Designing an Ideal Retirement: Connections
#06 - Designing an Ideal Retirement: Leisure
#05 - Key Tax Strategies in Pre-Retirement
#04 - What is Your Number in Retirement?
#03 - Designing an Ideal Retirement, Part 2
#02 - Designing an Ideal Retirement, Part 1
#01 - Introduction to Our Podcast
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