Are you optimizing for the wrong tax planning goal? As we show in this video, planning for a tax-free retirement can cost you far more than most realize. You can schedule an appointment with one of our Retirement Experts to review your situation and help you plan for your future. Call us at (920) 544-0576 or go to [ Ссылка ].
Timestamps:
0:00 Why You Shouldn't Want a Tax-Free Retirement
0:17 What it Takes To Have a Tax-Free Retirement
2:03 What Should Your Tax Planning Goal Be?
3:33 Important Variable in the U.S. Tax System
6:05 Managing Taxes Each Year While Working
7:57 Case Study: A Tax-Free Retirement Costs Nearly $700,000
- - - - - - - - - - - - - -
Always remember, "You Don't Need More Money; You Need a Better Plan"
🍿 Subscribe to our channel: [ Ссылка ]...
🏆 Join our Weekly Email Series: [ Ссылка ]
📈 Talk with us about your retirement plan here: [ Ссылка ]
📚 The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing - [ Ссылка ]
Safeguard Wealth Management is an SEC Registered Investment Advisor. 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 ]
Why You SHOULDN'T Want a Tax-Free Retirement
Теги
tax free retirementretirement planningfinancial planningtax free retirement incometax free retirement accounttax free retirement seriestax-free retirementretirement incomeretirementtaxes in retirementroth conversionroth conversion 2024roth conversionsrmdsrequired minimum distributionsretirement tax planningavoid rmdsincreasing rmdzero tax retirementminimize rmdsroth conversion strategytax planning strategiestax planning