In this episode, Shawn Terrell discusses the importance of being your own best client or patient, and how that relates to his own personal financial situation. He shares his experience with his own Roth IRA conversions and what he learned about timing and strategy in tax planning. As tax laws change after 2025, he provides insights on how to navigate these changes effectively to optimize tax savings.
Takeaways
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Dentist Exit Planning:
Website: dentistexit.com
Email Shawn at: shawn@dentistexit.com
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