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The five-year clock started on January 1st!
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Jim Cipriotti delves into the complexities of Roth IRAs, conversions, and the importance of comprehensive financial planning. Jim clarifies common misconceptions about the five-year rule for Roth accounts, discusses the tax benefits of Roth conversions, and emphasizes the need for a holistic approach to retirement planning that includes tax strategies, RMDs, and wealth management. The discussion aims to educate listeners on maximizing their retirement savings while minimizing tax liabilities.
Catch Freedom To Retire with Jim Cipriotti, powered by Retire Ready Financial Group every Saturday at 9:00 AM and Sunday at 5:00 PM ET on WPHT.
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