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Managing Tax Liability in Retirement Planning
Manage episode 439078842 series 3561311
Konten disediakan oleh The Impact Partnership and John Blanchard. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh The Impact Partnership and John Blanchard 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.
John Blanchard addresses the significance of tax efficiency in retirement planning and the management of tax liabilities. He emphasizes strategies like Roth conversions and cost segregation studies to minimize taxes for high-income individuals. He also examines the possible effects of the forthcoming election on tax brackets and underscores the necessity of capitalizing on the present tax rates. Moreover, he advises on the importance of evaluating investment portfolios, insurance policies, and retirement plans prior to the year's end.
Schedule a complimentary appointment today! Get to know John and the entire team at https://matthewjames.com/.
See omnystudio.com/listener for privacy information.
Chapter
1. Seg 1 (00:00:00)
2. Marker 09 (00:00:05)
3. Marker 08 (00:00:07)
68 episode
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