Tax Diversification: The Blueprint For Keeping More of Your Retirement Money
The Secure Retirement Method Podcast
English - November 10, 2021 05:00 - 59 minutes - 108 MB - ★★★★★ - 5 ratingsInvesting Business annuities insurance retirementplanning Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Retirement Rehearsal: How to Map Out Your Plan—Now
Next Episode: How to Meet Life Changing Adversity Head On
On this week’s episode of The Secure Retirement Podcast, April and I walk through the options for keeping more of your retirement income by paying less taxes—yes, we’re talking tax diversification and the strategies you can employ so your retirement income doesn’t get clobbered by taxes.
As I say, “It’s not what you get, it's what you keep.”
Listen as we break down the three types of retirement investment accounts and walk you through:
Why it’s important not to put all of your retirement “eggs” in one basket—how to diversify using the different types of investmentsHow to accomplish what you want with your money and leave it behind in a tax efficient mannerHow to easily find out which strategies might work for you, how to make them work for you, and when you should be using a different type of strategyAnd much more.