Ep 3: Creating a Tax-Free Retirement Blueprint
MLN Money Secrets with Michael Niemczyk
English - February 04, 2021 10:00 - 10 minutes - 10.4 MBInvesting Business News Business News chicago financialplanning advisor finances grayslake healthcare mlnmoneysecrets retire retirement taxplanning Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Ep 2: Will You Run Out of Money Before You Run Out of Life?
Next Episode: Ep 4: Energy Investing - The Oil And Gas Industry
Are you doing everything you can to keep as much money in your pocket in retirement? Many people are focused on tax preparation but not tax planning, and that’s something we have a blueprint process for clients. John Major is a Senior Tax Advisor on our team and takes us through the steps of that process on the show.
Read more and get additional financial resources here: www.mlnrp.com/podcasts/ep-3-creating-a-tax-free-retirement-blueprint
Watch the video podcast: https://youtu.be/Rxf3ztsXRm0
What we discuss on this episode:
1:00 – Background on John
2:29 – Preparation vs Planning
4:00 – SECURE Act
5:02 – Our blueprint process