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Reply to "You're going to think I'm crazy"
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[quote=Anonymous][quote=Anonymous]AI is a joke when it comes to financial planning. If you don't know your shit and you don't want to invest time in learning about the different aspects of investing, seek out a fee only financial planner.[/quote] This. I wouldn't do anything complex without a tax planning strategy. I was just listening to a podcast the other day by a planner who said everyone loves to do backdoor roths, but there's a sweet spot for them tax-wise. Some people over-converted. [/quote]
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