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Effective Tax Strategies for Retirement
Manage episode 407464220 series 3560644
Treść dostarczona przez John Largent, Darrin McComas, and Shon Peil. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez John Largent, Darrin McComas, and Shon Peil lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
In this episode, you will learn how to maximize your tax savings with effective tax planning strategies. You will learn about tax planning, where the importance of minimizing taxes in retirement. Darrin and Shon highlight that taxes are not going away and must be accounted for in planning for retirement. It was noted that the Obama era tax codes will return in 2026, which could result in a significant increase in taxes. Strategies like Roth Conversions and avoiding the 'widow tax trap' in order to maximize tax efficiency. "Don't leave the IRS a tip, but unfortunately, a lot of retirees do just that. And being as tax efficient in retirement, it can make a huge difference between really having a successful retirement or a very stressful one." In this episode, you will learn the following: 1. How can you minimize taxes in retirement to ensure a successful retirement? 2. What strategies are available to lower your tax burden in retirement? 3. What is the widow tax trap and how can you avoid it?
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