Discover the importance of having a solid tax strategy in retirement, as Steve and Derrick discuss the significant impact taxes can have on your retirement income. Learn why merely having financial assets isn't enough and how a comprehensive tax plan can optimize your financial future. Delve into practical steps to develop a customized tax plan tailored to your goals and circumstances. From identifying tax-saving opportunities to executing strategic Roth conversions, Steve and Derek provide actionable advice to minimize tax burdens and maximize retirement savings.  Get your custom Tax Plan TODAY! See omnystudio.com/listener for privacy information.

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