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Are You Missing These Crucial Tax Strategies for Your Retirement?

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Manage episode 461053245 series 3561347
内容由Impact Partnership and Mike Canet提供。所有播客内容(包括剧集、图形和播客描述)均由 Impact Partnership and Mike Canet 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode, Samantha Nash draws parallels between preparing for a snowstorm and preparing for retirement, emphasizing the importance of planning to ensure your lifestyle, healthcare, and legacy are secure. She explains that without proper tax planning and doing nothing, you could lose 20 to 30% of your retirement savings in retirement.

Samantha debunks the myth that taxes will automatically be lower in retirement, highlighting that many people may end up in the same or higher tax brackets due to required minimum distributions (RMDs), pensions, and social security. She highlights the value of strategies such as Roth conversions, tax loss harvesting, and income tax minimization to protect your assets from taxes.

Want to begin building your retirement plan? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i

Follow us for more helpful insights:

🖱️ Facebook- https://bit.ly/3PmJcSt

🖱️ LinkedIn- https://bit.ly/44T88a9

🖱️ Twitter- https://bit.ly/3PHxqDJ

See omnystudio.com/listener for privacy information.

  continue reading

255集单集

Artwork
icon分享
 
Manage episode 461053245 series 3561347
内容由Impact Partnership and Mike Canet提供。所有播客内容(包括剧集、图形和播客描述)均由 Impact Partnership and Mike Canet 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode, Samantha Nash draws parallels between preparing for a snowstorm and preparing for retirement, emphasizing the importance of planning to ensure your lifestyle, healthcare, and legacy are secure. She explains that without proper tax planning and doing nothing, you could lose 20 to 30% of your retirement savings in retirement.

Samantha debunks the myth that taxes will automatically be lower in retirement, highlighting that many people may end up in the same or higher tax brackets due to required minimum distributions (RMDs), pensions, and social security. She highlights the value of strategies such as Roth conversions, tax loss harvesting, and income tax minimization to protect your assets from taxes.

Want to begin building your retirement plan? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i

Follow us for more helpful insights:

🖱️ Facebook- https://bit.ly/3PmJcSt

🖱️ LinkedIn- https://bit.ly/44T88a9

🖱️ Twitter- https://bit.ly/3PHxqDJ

See omnystudio.com/listener for privacy information.

  continue reading

255集单集

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