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Idea from Erin Forst


The Importance of Tax Diversity in Retirement Planning


Today's ideal decision between traditional, Roth, or taxable retirement savings may not be the ideal way to plan your withdrawals for retirement. Ensuring that you build a mix of account types over your career can help you plan your income and taxes later in life plus be prepared for possible changes in the tax code. (For example, having money in the 0% income or capital gains tax brackets.)


Erin Forst

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