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How to Quickly Cut Your Portfolio Taxes – Part 2

Posted by By Jonathan Bird April 10, 2022Posted inFinancial Planning
Withdrawal Order I have another client named John, a retired Boeing engineer in his mid-sixties who also lives in California. He also has a brokerage account and an IRA. He…
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  1. How To Use Your 401k to Make Money and Lower Your Taxes - Farnam Financial on Cut Your Tax Bill: Lower Your Taxes with Roth Conversions
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