))
Achieving Tax Bracket Equilibrium
Manage episode 443346760 series 3594497
Conteúdo fornecido por Ryan Wyatt. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Ryan Wyatt ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
Achieving tax bracket equilibrium is a goal that everyone should have as they strive for long-term financial stability. Most people understand that tax planning is important, but how do you find that balance across different investments and accounts?
Today we’ll break down what it means, why it’s crucial for long-term financial planning, and how to apply it to your portfolio. Learn the strategies we utilize to balance your tax liabilities and ensure a smoother financial journey into retirement.
Here’s what we cover in this episode:
0:00 – Intro
2:03 – Why it matters
5:12 – How do we map it out
7:07 – Limitations
8:27 – How poor planning can lead to issues
12:13 – Strategies to consider
Connect with us:
Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019
Watch the show on YouTube: https://bit.ly/3Ssra3H
12 episódios
Compartilhar
