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Managing Tax Liability in Retirement Planning

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Manage episode 439078842 series 3561311
Content provided by The Impact Partnership and John Blanchard. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Impact Partnership and John Blanchard or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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.

Schedule a complimentary appointment today! Get to know John and the entire team at https://matthewjames.com/.

See omnystudio.com/listener for privacy information.

  continue reading

Capitole

1. Seg 1 (00:00:00)

2. Marker 09 (00:00:05)

3. Marker 08 (00:00:07)

61 episoade

Artwork
iconDistribuie
 
Manage episode 439078842 series 3561311
Content provided by The Impact Partnership and John Blanchard. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Impact Partnership and John Blanchard or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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.

Schedule a complimentary appointment today! Get to know John and the entire team at https://matthewjames.com/.

See omnystudio.com/listener for privacy information.

  continue reading

Capitole

1. Seg 1 (00:00:00)

2. Marker 09 (00:00:05)

3. Marker 08 (00:00:07)

61 episoade

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