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Show Notes

In today's episode of the Early Retirement Podcast, Ari Taublieb discusses how you can use your IRA to take advantage of the current market downturn. This strategy can result in hundreds of thousands of more dollars in retirement, tax-free.

Questions answered:

  • How can I implement a Roth Conversion?
  • What is the best strategy to determine if a Roth Conversion makes sense?
  • What other strategies exist to save on taxes?

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).

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PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it looks like to work with us.

Also, I share tips and advice related to retirement strategy, investing, finance, personal finance and more on my YouTube. Check it out by clicking here!

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PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it looks like to work with us.