Tax Diversification in Retirement
Nov 16, 2022•48 min•Ep. 77
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Episode description
Many people make decisions about taxes in a vacuum…
But taxes have a significant impact on your finances in retirement.
The good news is that there are proven strategies to optimize your income so you can minimize your taxes.
In this podcast, we’ll show you how tax diversification can help you build a secure retirement.
Listen to learn:
- How tax rates will change in the future
- Why it’s a myth that you’ll have less income in retirement
- How different types of investments are taxed
- The difference between tax-deferred accounts, tax-favored accounts, and taxable accounts
- How to achieve tax diversification
- The impact taxes will have on your income
- The essential facts about Roth IRAs
- How you can use cash value life insurance as tax-free income in retirement
- And more
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