Get Your Tickets To Wealth Weekend 2026 Here : Let's break down the most costly retirement and tax mistakes people are making right now — including one financial advisor who told a client two years from retirement to withdraw $900K from her IRA and dump it all into an annuity. That one recommendation would have triggered a $400K+ tax bill before she saw a single dollar of guaranteed income.
We break down exactly why that advice was dead wrong and what she should have done instead. We also cover: — Whether you can contribute to a backdoor Roth IRA if you already have a Roth 401K with your employer — The difference between a self-directed IRA and a regular IRA and which one is right for you as you approach retirement — S Corp vs C Corp — which entity structure saves you more when your business is generating millions in profit — The CPA mistake that could cost you an entire year of S Corp tax savings without you even knowing — Why going 1099 instead of W2 might actually be the smartest retirement move you haven't considered yet Whether you're trying to protect your retirement savings, reduce your tax bill, or just make sure your money is working as hard as you are — this episode is exactly what you need to hear before you make another financial move.
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