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Effective Tax Strategies for Retirement
Manage episode 407464220 series 3560644
John Largent, Darrin McComas, and Shon Peil에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 John Largent, Darrin McComas, and Shon Peil 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.
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?
For more information, go to abrahamco.com
16 에피소드
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