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Creating Tax-Free Income in Retirement
Manage episode 431463785 series 3561344
Innehåll tillhandahållet av Impact Partnership and Kevin Bock. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Impact Partnership and Kevin Bock eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Takeaways
- Tax planning is crucial during the accumulation period to minimize tax burdens in retirement.
- Rearranging income and utilizing strategies like charitable trusts can reduce taxable income and create tax-free income in retirement.
- Comprehensive guidance is important, covering areas like long-term care, estate planning, and tax planning.
- Changing advisors can be intimidating, but Integrity Retirement Solutions makes the transition easy and provides personalized, educational services.
- Annuities and guaranteed income can be beneficial for those with high spending relative to their assets and a desire for guaranteed income.
- Retirement should not be retiring into nothing; it requires purpose and fulfillment.
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