Jonathan Thomas, CFP®, Featured on Grow Your Business & Grow Your Wealth Podcast on How to Avoid Retirement Tax Traps

Jonathan Thomas, CFP®, joined the Grow Your Business & Grow Your Wealth podcast to discuss common retirement tax pitfalls and strategies for long-term financial confidence. He explained that overfunding tax-deferred accounts, ignoring liquidity and delaying estate planning can lead to unnecessary taxes and missed opportunities. Jonathan also highlighted Roth conversions, tax diversification, and proactive planning to help families stay on track, emphasizing that smart choices today can set the stage for a secure retirement and lasting wealth.

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