Strategies For Managing Investments To Minimize Taxes In Retirement

New Focus on Wealth with Chad Burton

Chad Burton에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Chad Burton 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

3M ago 36:09

MP3•에피소드 홈

This episode features a discussion between Rob Black and certified financial planner Chad Burton on the topic of building a tax-conscious retirement portfolio. They delve into the importance of strategically managing investments to minimize taxes in retirement, focusing on asset allocation, dividend achievers, real estate investments, and the impact of dividends on retirement income. Chad provides insights on the significance of holding the right asset classes in the appropriate accounts to reduce tax liabilities and ensure a steady income stream during retirement.

Timestamps:

[00:02:19] Tax-conscious retirement portfolio.

[00:04:25] Tax implications of dividends and bonds.

[00:09:15] Disney's expanding cruise businesses.

[00:12:33] Tax-efficient investing for wealthy individuals.

[00:15:02] Tax-efficient investing strategies.

[00:20:36] Costco raising starting wages.

[00:22:31] Commercial real estate in San Francisco.

[00:26:30] Simplifying life by selling property.

[00:31:28] Dividend achievers vs handpicking.

[00:34:08] Dividend Achiever approach.

Email your money question to chad@chadburton.com

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

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