))
Creating Tax-Free Income in Retirement
Manage episode 431463785 series 3561344
Conteúdo fornecido por Impact Partnership and Kevin Bock. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Impact Partnership and Kevin Bock 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.
Takeaways
- Tax planning is crucial during the accumulation period to minimize tax burdens in retirement.
- Rearranging income and utilizing strategies like charitable trusts can reduce taxable income and create tax-free income in retirement.
- Comprehensive guidance is important, covering areas like long-term care, estate planning, and tax planning.
- Changing advisors can be intimidating, but Integrity Retirement Solutions makes the transition easy and provides personalized, educational services.
- Annuities and guaranteed income can be beneficial for those with high spending relative to their assets and a desire for guaranteed income.
- Retirement should not be retiring into nothing; it requires purpose and fulfillment.
CLICK HERE TO BOOK YOUR VIRTUAL/PHONE MEETING TODAY
See omnystudio.com/listener for privacy information.
177 episódios
Compartilhar
