Are You Optimizing the Wrong Tax Bill?

Website: https://www.49financial.com/ Email: patrick.mundlin@49financial.com Disclaimers: https://www.49financial.com/disclaimers/ About the Video: Paying the least tax this year isn’t always the same as paying the least tax over your lifetime. Smart retirement planning looks beyond April and focuses on reducing your total lifetime tax bill through better long-term decisions. About the Channel: This channel is for business owners and high-income earners who suspect they're leaving money on the table, but can't confirm it. Some advisors may stop at "how much you have." Patrick goes into tax strategy, Roth conversions, retirement distribution planning, equity and stock concentration, legacy and charitable giving, and the early-retirement healthcare gap before Medicare. His goal is simple: clarity on what you own, why it's structured for you, and proof you're not leaving money on the table. 🔗 Connect: LinkedIn: https://www.linkedin.com/in/patrick-mundlin-080813a8/ Disclosure: This media content is provided for informational and educational purposes only and does not consider the investment objectives, financial situation, or particular needs of any consumer. Nothing in this program should be construed as investment, legal, retirement, estate or tax advice, nor as a recommendation to buy, sell, or hold any security or to adopt any investment strategy. The views and opinions expressed are those of the host and any guest, current as of the date of recording, and may change without notice as market, political or economic conditions evolve. All investments involve risk, including the possible loss of principal. Past Performance is no guarantee of future results. Consumers should consult their own qualified attorney, CPA, or other professional advisor regarding their specific legal and tax situations. 49 Wealth Management, LLC d/b/a 49 Financial is an SEC-registered investment adviser. Registration does not imply a certain level of skill or expertise. All investme