How Tax Diversification Can Change Your Entire Retirement

Описание: Tax planning isn’t just about this year’s return — it’s about shaping your financial future. In this clip, Clint Huntrods walks through a case study comparing two couples with identical savings and retirement goals but very different outcomes.

By proactively shifting some of their savings into Roth and non-qualified accounts, one couple lowers their lifetime tax bill and leaves a more flexible legacy for their family. The difference? Tax diversification. Clint shows how understanding your tax buckets today can lead to clarity, confidence, and control over your entire retirement.
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Loren Merkle
CFP®, RICP®, Certified Financial Fiduciary®
https://merkleretirementplanning.com/...

Clint Huntrods
Certified Financial Fiduciary®, PhD
https://merkleretirementplanning.com/...

Molly Nelson
Host of Retiring Today with Loren Merkle
https://merkleretirementplanning.com/...

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