Taxes in Retirement

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➡️ REGISTER NOW: Optimize Your Tax Strategy In Retirement (Live Event & Webinar) https://www.cfpgroup.biz/tax-event

Taxes could be going up into the future. How can you pay taxes now in a lower tax rate environment to save for tax-free distributions in retirement?

In this episode, Rick Durkee, of the Coastal Financial Planning Group, discusses "Taxes In Retirement."
• Is a Roth IRA conversion or contribution right for you?
• Income Limitations
• How life insurance cash values can be withdrawn income tax-free in
retirement to create you another source of income tax-free retirement
• Rick breaks down the strategies and opportunities