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5 Tax Strategies to Save You Money in Retirement
Manage episode 457585720 series 2412204
Retirement planning is more than just saving money; it's about making your savings last as long as you do. Today Scott is going to share five crucial tax strategies that can significantly impact your financial future.
Here’s what we cover in this episode:
0:00 – Intro
1:19 – Why tax planning is critical to today’s retirement plan.
3:13 – Roth conversions
5:38 – Harvesting capital gains
7:15 – Tax diversification
9:41 – Required minimum distributions
12:39 – Health savings accounts
Read Scott's Kiplinger article:
https://www.kiplinger.com/retirement/tax-strategies-to-help-your-money-last-in-retirement
Want to connect with us?
Web: https://listentoscott.com/
Schedule a call: https://elevatemyretirement.com/contact/ or 913-393-4724
Watch the show on YouTube: https://bit.ly/3RiT7Ky
167 episoder
Manage episode 457585720 series 2412204
Retirement planning is more than just saving money; it's about making your savings last as long as you do. Today Scott is going to share five crucial tax strategies that can significantly impact your financial future.
Here’s what we cover in this episode:
0:00 – Intro
1:19 – Why tax planning is critical to today’s retirement plan.
3:13 – Roth conversions
5:38 – Harvesting capital gains
7:15 – Tax diversification
9:41 – Required minimum distributions
12:39 – Health savings accounts
Read Scott's Kiplinger article:
https://www.kiplinger.com/retirement/tax-strategies-to-help-your-money-last-in-retirement
Want to connect with us?
Web: https://listentoscott.com/
Schedule a call: https://elevatemyretirement.com/contact/ or 913-393-4724
Watch the show on YouTube: https://bit.ly/3RiT7Ky
167 episoder
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