Does your forward looking tax plan avoid each of the 9 Tax Hike Zones you will face in retirement? Do you have a tax efficient withdrawal strategy? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to [ Ссылка ].
In this video today, we discuss 9 Common Retirement Tax Torpedos that you may face in retirement. Everything from the Social Security Tax Torpedo to the Capital Gain Bump Zone and more...
Avoid these tax hike zones to protect your retirement wealth!
Timestamps:
0:00 The 9 Retirement Tax Torpedos
0:28 What is a Tax Torpedo?
2:46 Retirement Tax Trap #1
9:12 Retirement Tax Trap #2
12:45 Retirement Tax Trap #3
15:55 Retirement Tax Trap #4
17:58 Retirement Tax Trap #5
21:09 Retirement Tax Trap #6
24:53 Retirement Tax Trap #7
27:06 Retirement Tax Trap #8
29:31 Retirement Tax Trap #9
#RetirementTaxPlanning #RetirementIncomePlanning
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Always remember, "You Don't Need More Money; You Need a Better Plan"
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Safeguard Wealth Management is a Registered Investment Advisor in the State of WI. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at [ Ссылка ]
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