• Managing Tax Liability in Retirement Planning

  • Sep 10 2024
  • Length: 40 mins
  • Podcast

Managing Tax Liability in Retirement Planning

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  • Summary

  • John Blanchard addresses the significance of tax efficiency in retirement planning and the management of tax liabilities. He emphasizes strategies like Roth conversions and cost segregation studies to minimize taxes for high-income individuals. He also examines the possible effects of the forthcoming election on tax brackets and underscores the necessity of capitalizing on the present tax rates. Moreover, he advises on the importance of evaluating investment portfolios, insurance policies, and retirement plans prior to the year's end.

    Schedule a complimentary appointment today! Get to know John and the entire team at https://matthewjames.com/.

    See omnystudio.com/listener for privacy information.
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