Minimizing Retirement Tax Burdens: Strategies for 401(k)s, IRAs, and Tax-Efficient Inheritance

Retirement Roadmap

Could understanding the intricacies of retirement tax planning be the key to unlocking a stress-free retirement? Join Evan and Mark Fricks, as they dissect several strategies for minimizing tax burdens on large pre-tax accounts like 401(k)s and IRAs. They highlight the importance of integrating income and tax planning, and offer insights into avoiding early withdrawal penalties. Learn how rollovers can potentially optimize your retirement accounts and why working with specialized advisors can be essential for crafting personalized financial strategies.
Have a topic or question you'd like Mark and Evan to address in a future episode? Email us at [e-mail] or call 770-980-9262.
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Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes
Listen to Mark Fricks on Saturdays at 8:30 a.m. EST on AM920 WGKA and 12:00 p.m. on XTRA 106.3FM WFOM.
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Purchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94Al
Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants. The aforementioned are affiliated companies.
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Capitole

1. Minimizing Retirement Tax Burdens: Strategies for 401(k)s, IRAs, and Tax-Efficient Inheritance (00:00:00)

2. Retirement Tax Planning Strategies (00:00:06)

3. RMD Penalty, Tax-Free Retirement Strategy (00:08:16)

4. Tax Planning and Retirement Strategies (00:14:06)

5. Tax-Efficient Inheritance Planning (00:23:18)