Tax-Efficient Bucket and Distribution Planning (Ep. 104)

Retirement Plan Playbook

Konten disediakan oleh Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, and Matthew Theal discuss various aspects of retirement planning and investment strategies.

They delve into the importance of tax-efficient bucket and distribution planning to minimize taxation during retirement. The conversation includes a thorough discussion on managing short-term, mid-term, and long-term investment buckets.

They also discuss the impact of interest rates on the economy, and the latest advancements in AI technology with Apple's new features

00:00 Introduction

02:02 The Importance of Updating Beneficiaries

03:28 CPI Updates and Federal Reserve Insights

08:44 Apple's WWDC 24: New AI Features

15:51 Retirement Planning Corner: Bucket Strategy

23:23 Choosing the Right Investments for Each Bucket

24:06 Managing Emotions and Trusting the Process

24:54 Tax Efficiency in Bucket Strategy

27:24 The Importance of Having Multiple Buckets

32:46 Distribution Planning and Roth Conversions

35:14 Simplifying Bucket Planning

37:16 Evermont Recommends: Entertainment and Style Tips

40:13 Conclusion and Contact Information

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109 episode

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