Lessons Learned from Fall Tax Meetings, Ep #329
Retirement Starts Today
English - January 01, 2024 09:00 - 19 minutes - 13.7 MB - ★★★★★ - 309 ratingsInvesting Business Education roth career investing personalfinance retirement taxes Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: How to Pay 0% on Capital Gains [Rebroadcast]
Next Episode: I Don’t Want To Be Old When I Am Old, Ep # 330
As you probably know by now, Bret and I are here to help you spend more money and spend less in taxes so that you can live an even better life in retirement.
This week we’re helping you do that by sharing some lessons that we learned from our clients’ fall tax meetings. If you enjoyed our Lessons in Estate Planning episodes last spring, you’ll love hearing what we learned from our clients this fall. Press play to hear what you can learn from our experience with our clients.
Outline of This Episode [1:42] Why we love Roth conversions [10:40] Don’t forget to plan for taxes as a widow/er Resources & People Mentioned How Could This Go Horribly Wrong? Lessons in Estate Planning Part 1, Ep #295 My Kids Don’t Want My Stuff – Lessons in Estate Planning Part 2, Ep # 296 Connect with Benjamin Brandt Get the Retire-Ready Toolkit:http://retirementstartstodayradio.com/ Follow Ben on Twitter:https://twitter.com/retiremeasap Join the newsletter: https://retirementstartstodayradio.com/newsletter Dive deeper into retirement planning with Ben at www.RetirementIncome.UniversitySubscribe to Retirement Starts Today on
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