231. Three Retirement Planning Strategies for Large IRAs ($2 Million Example)
You saved. You planned. You built a $2 million IRA, but every dollar in that account has never been taxed before. The question was never if you'd pay taxes on it, the question is how much? With proactive strategies in place, you may be able to keep a lot more of that money than you'd expect.In this episode, Loren Merkle and Clint Huntrods walk through three strategies for pre-retirees sitting on a large, all pre-tax IRA so you can make decisions on your terms, not the IRS's.What We Cover:✅ Why the window between retirement and your RMD age (73 or 75) may be your biggest tax planning…
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