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Your Money, Your Wealth — Retirement Spitballing, Social Security, and Hiring & Ghosting Financial Advisors - 353
Not scored yet45m·2021-11-23·Money

Retirement Spitballing, Social Security, and Hiring & Ghosting Financial Advisors - 353

Your Money, Your Wealth · 353

How does the "Buy, Borrow, Die" strategy of the uber-wealthy work? Stacking capital gains vs. Roth conversions, contributing to a non-deductible IRA vs. a brokerage account, and minimizing tax when a trust is the TSP beneficiary. Also, why delay Social Security to age 70 if you don't need the money, and estimating…

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