While so many focus on rate of return, tax strategist Ed Cotney sheds light on why tax diversification in retirement planning is critical for wealth preservation! He also outlines that proper planning and getting excellent council is important in deciding when to do a Roth conversion. We dive into various estate tax strategies, and Mr. Cotney gives alarming arguments as to why you should probably start developing a 401(k)-liquidation strategy now!
While tax deferment is great, there are some "tax deferred killers" that nullify years of tax efficiency!
For more tax strategies from Mr. Cotney, you can find his contact on our podcast website, www.wealthpreservationpodcast.com, or purchase his book, Tax Secrets Made Simple, on Amazon.
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