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Why Your Advisor Isn’t Talking About Taxes—And What It’s Costing You
Manage episode 489209034 series 3561347
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What if your retirement plan is quietly setting you up for a multi-million-dollar tax bill? In this episode, Mike Canet and Ryan Herbert unpack real-life stories of retirees blindsided by taxes—and how smart planning could have saved them millions. From overlooked Roth conversions to the fine print your advisor won’t discuss, they reveal how to legally minimize your tax burden and keep more of what you’ve earned.
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