I'm breaking down

How to prioritize withdrawals from your Traditional IRA, Roth IRA, and taxable accounts.

How to use Roth conversions (and how much to convert) to lock in a lower tax-rate.

Why you might want to sell your winners (0% capital gains aren't bad).

The most effective way to pair charitable donations with Roth conversions to make your deduction even better.

Investing strategies for managing your taxable income (dividend payers in taxable accounts aren't efficient).

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