Business
In this episode of "Wealth Matters', Debbie discusses tax traps that have caught many people off guard over the years, leading to needless taxation of people’s income and benefits. She also talks about looking into the future and tips for tax planning through each retirement stage, so people can take proactive steps to maximize the efficiency of their income. This includes:Utilizing the Roth options in your 401(k) planExploring Roth conversionsEngaging in retirement distribution optimization, and more!