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How Advancement in Technology, Societal Changes and Inflation can affect your retirement Part #2
Manage episode 423050979 series 3560779
Regsitered Media and Game Changer Wealth에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Regsitered Media and Game Changer Wealth 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.
The conversation continues Jerry addresses to key factors that affects your retirement portfolio: volatility and tax. The focus is on the importance of Roth conversions and other strategies to achieve tax-free growth, income, and passing. The three buckets of retirement wealth are explained: tax-deferred, taxable, and Roth. The potential increase in tax rates and the negative impact of passing tax debt to non-spouse beneficiaries are highlighted. The conversation also touches on estate planning and the importance of having the right documents in place to avoid complications and probate.
46 에피소드
공유
