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
5 Pillars of Financial Planning
Strategic Planning for Retiree Healthcare
What’s Buggin’ Charles?
The Future of Retirement In America: Is The Glass Half Full or Half Empty?
Ready Or Not Retirement
Exposing Common Retirement Complaints
Unsure, Confident, or Certain: Retirement Planning Next Steps
The 5 Biggest Money Mistakes In Retirement Planning
Retirement Savings Basics: What’s The Purpose Of All My Accounts?
Retirement Expenses For Which You Forgot To Plan
Where $1 Million Runs Out Fastest
2023 Edition: 10 Point Checklist For Retirement Preparedness
How Bonds Work: What Retirees Need To Know
Please Read The Fine Print
Getting It Right: Irreversible Financial Decisions
Planning For Retirement’s Uncertainties
Going Against The Grain
Financial Planning Considerations When You’re In Between Jobs
Tough Topic: Retirement & Divorce
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