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How to Lower Taxes in Retirement

How to Lower Taxes in Retirement

FromStay Wealthy Retirement Podcast


How to Lower Taxes in Retirement

FromStay Wealthy Retirement Podcast

ratings:
Length:
35 minutes
Released:
Mar 5, 2019
Format:
Podcast episode

Description

Are you a working professional? If so, now is the perfect time to make smart moves to lower taxes in retirement. Nearing retirement or already retired? Don't worry, it's not too late to win the game against the I.R.S. Remember, it's very possible to have a higher tax bill in retirement than as a working professional. Where do these taxes come from? Required Minimum Distributions (RMDs) Social Security Pensions Real Estate Income Roth Conversions Interest and Dividends Capital Gains Without the proper planning, you could be in for a rude awakening. Check out this week's podcast episode to learn how you can reduce your tax bill in retirement. I'm breaking it down for you in plain English. Show Notes & Links: www.youstaywealthy.com/38 DISCLAIMER: This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for investment decisions. This podcast is not engaged in rendering legal, financial, or other professional services.    
Released:
Mar 5, 2019
Format:
Podcast episode

Titles in the series (100)

Stay Wealthy is a Forbes Top 10 retirement podcast delivered to you...in plain English! Award-winning host, Taylor Schulte, CFP®, was named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, he will teach you how to reduce your taxes, invest smarter, and make work optional in retirement. He covers topic such as: roth conversions, advanced tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. Learn more and grab FREE retirement resources by going to https://www.youstaywealthy.com.