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Managing Tax Liability in Retirement Planning
Manage episode 439078842 series 3561311
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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.
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1. Seg 1 (00:00:00)
2. Marker 09 (00:00:05)
3. Marker 08 (00:00:07)
65 episoade
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