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045: Tax Planning Strategies to Save Money in Retirement with Derek Gregoire and Matthew Peck
Manage episode 386542002 series 3001511
Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck 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.
When most people think of tax planning or doing their taxes, many would rather save it for another day. But if there’s one area that we can help our clients with to save them money, it’s with their tax planning.
In today’s episode, Derek Gregoire and Matthew Peck emphasize the importance of proper tax planning in your retirement plan. They’ll discuss tax diversification strategies, Roth conversions, and concepts to ensure that more of your hard-earned money stays in your account instead of going to Uncle Sam.
If you’ve been contributing to IRA and 401(k) accounts, you have a head start. By implementing simple (yet effective) strategies to move money into tax-free accounts, you’ll be ahead of the game when you retire.
In this podcast interview, you’ll learn:
- How future increases to tax rates will impact how much investors will need to withdraw from their investments.
- The guides that are available online at SHP to help with your tax planning needs.
- How tax planning and legacy planning go hand in hand with what you leave behind to your children and beneficiaries.
- Why now might be the right time to leverage Roth conversions in your portfolio.
- How a methodical approach to moving pretax and after-tax dollars to a tax free account will save more money in the long run.
Want the Full Show Notes?
To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast
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