Lessons Learned from Fall Tax Meetings, Ep #329

As you probably know by now, Bret and I are here to help you spend more money and spend less in taxes so that you can live an even better life in retirement. 

This week we’re helping you do that by sharing some lessons that we learned from our clients’ fall tax meetings. If you enjoyed our Lessons in Estate Planning episodes last spring, you’ll love hearing what we learned from our clients this fall. Press play to hear what you can learn from our experience with our clients.

Outline of This Episode

• [1:42] Why we love Roth conversions
• [10:40] Don’t forget to plan for taxes as a widow/er

Resources & People Mentioned

• How Could This Go Horribly Wrong? Lessons in Estate Planning Part 1, Ep #295
• My Kids Don’t Want My Stuff – Lessons in Estate Planning Part 2, Ep # 296

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