Roth IRA Analysis Shows Lifetime Tax Savings
A financial advisor offered a Roth IRA analysis to a listener, demonstrating potential lifetime tax savings. The analysis showed that a Roth plan doesn't necessarily require switching investments but focuses on a strategy to minimize lifetime taxes paid to the IRS. The advisor also advised on which accounts to draw from, considering the client's need to leave assets to his three children.
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Sources · 7 independent
Talk Radio 1210 WPHT
“The Roth plan doesn't necessarily mean switching all of your investments around. It just means having a plan to give the IRS the least amount of tax over the course of your lifetime.”
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