#Rothiras

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5 Ways the OBBBA Rewards the Midwestern Millionaire: You Won't Want to Ignore These Tax Planning Opportunities

Kiplinger·https://www.kiplinger.com/author/joe-f-schmitz-jr-cfpr-chfcr·19 days ago

#2npcDid3

#adviserintel #wealthcreation #estateplanning #charity #rothiras #deduction

Diligent savers who take steps to capitalize on these tax-saving opportunities can keep more of their wealth and even help build a tax-efficient legacy.

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I'm a Financial Planner: If You're Too Rich for a Roth, Consider a Mega Backdoor Roth (This Is How It Works)

Kiplinger·https://www.kiplinger.com/author/nancy-hite-cfp-r-clu-r-chfc-r-rfc-r·23 days ago

#uOEyItfL

#adviserintel #wealthcreation #rothiras #retirementplanning #taxes #roth

A mega backdoor Roth IRA allows high-income earners to potentially move tens of thousands of dollars into a tax-free retirement account. This is how it works.

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#Rothiras

5 Ways the OBBBA Rewards the Midwestern Millionaire: You Won't Want to Ignore These Tax Planning Opportunities

I'm a Financial Planner: If You're Too Rich for a Roth, Consider a Mega Backdoor Roth (This Is How It Works)