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Why you Don't Want a Tax-Free Retirement
Manage episode 365384966 series 2984409
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Sam Rodriguez CFP® & Conor Shepard dig into the reasons why a tax-free retirement may not be the best option for you. They discuss:
- The differences between a tax-diversified retirement vs a tax-free retirement
- Why a tax-free retirement can actually be damaging to your plan
- How tax diversification can benefit you before and after retirement
Watch Here: https://youtu.be/TUuuOIc8y_Y
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Securities offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.
To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision
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