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Retirement Strategies Radio

May 22, 2020

Congressional Democrats are working on another stimulus package that would add an additional $3 trillion to the deficit. Yes, a lot of people need financial help during this crisis, but we’ll eventually have to pay for all of this… and likely in the form of higher taxes. Darrell explains how to efficiently guard your portfolio against these future tax hikes. Plus, if you’ve accumulated large IRA’s that you don’t really need – Darrell clarifies why you might want to think about converting that IRA to a Roth account.