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The Road To A Tax-Free Retirement
Am I paying too much in taxes? Can I afford to retire? These are the questions Joe Franklin, a certified financial planner in Hixson, Tennessee, hears every day. One of his favorite solutions for clients in their 50s and 60s is to stuff retirement accounts and do serial Roth conversions before they hit 70 ½, when you have to start taking withdrawals from non-Roth accounts. That can help you create a nearly tax-free retirement. Here’s how he’s helping one small business owner couple. Read more…
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