As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. But let’s broaden the scope out for this particular episode and focus on some of the most common retirement planning questions about taxes. We’ll talk about mistakes to avoid and how a proper plan can make a significant difference in someone’s tax savings.
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
Show Notes:0:45 - Main Topic: Most Common Retirement Planning Questions About Taxes
1:51 - Am I Going To Have Deductions In Retirement?
4:09 - Being In A Lower Tax Bracket In Retirement
5:26 - Are All Of My Retirement Accounts Taxed The Same?
7:15 - Bad Tax Mistake
9:20 - Tax Free Retirement
11:11 - Moving To A No Tax Income State
13:24 - Tax Planning Strategy Story
15:31 - Mailbag: Wendy Asks About The Roth Option For Her 401(k)
17:01 - Upcoming Online Workshops
Why Should You Plan For Retirement With A Sense Of Urgency?
Exposing 401(k) Weaknesses
Are Tax Advantages Overrated?
“Fake News” Impacting Your Finances
Don’t Utter These Famous Last Words
5 Simple Retirement Questions (That Are Hard To Answer)
What's Bugging Charles
50 Shades Of Gray Area
Top Distractions Throwing You Off Your Financial Game
Risk Tolerance
Are You Asking The Wrong Financial Questions?
Real Financial Advising Is Solving Problems
Settle The Debate - Right Or Wrong
Winding Back The Debt Clock
Important Financial Terms You Should Know
Retirement Planning: More Than Just Investments
Sales Pitches Versus True Planning
Fuzzy Math
Dealing With Divorce
Unique Planning Challenges
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