24 min listen
3 Ways To Create Tax-Free Income in Retirement - (Part 2 - Early Retirement)
3 Ways To Create Tax-Free Income in Retirement - (Part 2 - Early Retirement)
ratings:
Length:
27 minutes
Released:
Mar 7, 2023
Format:
Podcast episode
Description
In this episode of Ready for Retirement, Ari Taublieb, MBA guest hosts the Ready for Retirement podcast to discuss the 5 mistakes to make sure you avoid when retiring early. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Financial Advisor. This episode is part two of a three-part series.Ari is the host of the Early Retirement podcast available here. Ari is also on YouTube here. Create your customized early retirement strategy with Ari here. Episode Summary: How can you create tax-free income most effectively in retirementCommon tax mistakes people leave on the table which could save tens of thousands of dollars (or hundreds of thousands)How to improve your overall early retirement strategyTimestamps:00:00 - Introduction 1:20 - Life over Money3:03 - Legacy Goals5:31 - Examples Examples Examples!8:35 - Never Pay Taxes Again10:52 - Standard Deduction v. Itemized Deduction14:28 - Brokerage Account19:17 - AAPL Stock Example22:15- MASTER Tax Tip!25:01 - Working With UsCheck out all of our podcast episodes and more on our YouTube channel here!LET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayCreate Your Custom Strategy ⬇️ Get Started Here.
Released:
Mar 7, 2023
Format:
Podcast episode
Titles in the series (100)
4 Easy Ways to Reduce Taxes In Retirement by Ready For Retirement