Tax Diversification in Retirement

Money & Stuff

Sam Rodriguez CFP® & Conor Shepard start discussing the next topic we'll be covering: Tax diversification. They discuss:

• What "tax diversification" means and how it can play a positive role in retirement
• The different types of accounts used to diversify and how they're taxed differently
• What benefits can come from a tax-diversified retirement vs a tax-free retirement

Watch here: https://youtu.be/b4YvrPWTWak
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