Skip to main content

How To Lower Your Tax Rate In Retirement


#financial education #retirement tax planning Are you planning for retirement? Do you have most of your retirement savings in Traditional IRA's or 401k plans? You could be sitting on a huge tax liability bill! In this video I outline a tax strategy for retirement. (one of my 7 core elements of retirement planning) In this video you will learn... ** How the Tax Cuts and Jobs Act of 2018 presents a unique planning opportunity for retirees. ** How to coordinate your Social Security strategy into your tax plan for retirement. ** The 3 primary retirement tax buckets and how to balance your investments in each. ** What happens to your taxes if you or your spouse dies. ** How your taxes can cause higher medicare costs. ** Impact of Required Minimum Distributions on your taxes. Thank you for watching! Please subscribe to our channel if you like the content. retirement planning can seem overwhelming, and it's hard to know where to start. I am passionate about retirement planning and financial Education! Here are a few ways that we might be able to help; 1. Watch our free educational videos here on our YouTube Channel 2. Like the Money Evolution Facebook Page. Additional investment and retirement planning content, including Live Stream Market, updates not on the YouTube Channel. 3. The Retirement Time Machine online course! Over 13 hours of instructional video and dozens of forms and worksheets to help you learn How to Optimize Your Financial Resources and Create a More Confident Plan For Your Retirement! Get more information or enroll now here; 4. Our WealthVision Comprehensive Financial Plan: Thank you for watching! Please subscribe to our channel if you like the content. Tracking #1-844135...(read more)



LEARN MORE ABOUT: IRA Accounts
CONVERTING IRA TO GOLD: Gold IRA Account
CONVERTING IRA TO SILVER: Silver IRA Account
REVEALED: Best Gold Backed IRA
https://inflationprotection.org/how-to-lower-your-tax-rate-in-retirement/?feed_id=40419&_unique_id=6376229d69fbe #Inflation #Retirement #GoldIRA #Wealth #Investing #financialadvisor #financialplan #howtopaylesstax #requiredminimumdistribution #requiredminimumdistributions #retirementplanning #retirementtaxes #rothiravstraditionalira #socialsecuritytax #taxcutsandjobsact #taxcutsandjobsact2018 #taxfreeretirement #taxonsocialsecuritybenefits #TaxPlanning #taxplanningforretirement #taxplanningstrategies2019 #taxplanningstrategiesforhighincomeearners #taxesinretirement #ytccon #SpousalIRA #financialadvisor #financialplan #howtopaylesstax #requiredminimumdistribution #requiredminimumdistributions #retirementplanning #retirementtaxes #rothiravstraditionalira #socialsecuritytax #taxcutsandjobsact #taxcutsandjobsact2018 #taxfreeretirement #taxonsocialsecuritybenefits #TaxPlanning #taxplanningforretirement #taxplanningstrategies2019 #taxplanningstrategiesforhighincomeearners #taxesinretirement #ytccon

Comments

Popular posts from this blog

"Is Birch Gold Group a Reliable Choice for Your 2023 Gold IRA Investments?" - A Quick Review #shorts

In this Birch Gold Group review video, I go over what makes this Gold IRA company unique, the pros and cons, their fees, minimums, and much more. Get their free guide here: 👉 FREE Resources: ➜ Gold IRA Company Reviews: Birch Gold Group boasts high ratings from consumer advocate groups. With an A-plus rating from the Better Business Bureau, a triple-A rating from the Business Consumer Alliance, and high marks from Trust Link, Trustpilot, and Google Business, Birch Gold is a top choice to trust your hard-earned retirement savings. Birch Gold Group’s low initial investment minimum is another edge it has over its competitors whose minimums can range from $25,000 to $50,000. A beginning $10,000 minimum investment is all that is required to start a GOLD IRA with Birch which is advantageous for first-time investors. Spanning nearly two decades, Birch Gold Group’s mission and philosophy focus on a commitment to understanding your needs and finding the right fit for you. Their

Should I Rollover My 401k to an IRA? YES! #shorts #retirement #financialfreedom

Should I Rollover My 401k to an IRA? YES! #shorts #retirement #financialfreedom Should I Rollover My 401k to anIRA 🤔 || 401k to IRA Rollover Pro's & Con's In this video, I want to talk about rolling over your 401k to an IRA Rollover and if that makes sense for your retirement planning . I want to look at the pro's to rolling over a 401k and also the con's to rolling over a 401k. When you should rollover your 401k to an IRA and when you should NOT rollover your 401k to an IRA. Let's talk about when you should NOT rollover your 401k to an IRA: 1. You are still working and are under the age of 59.5 2. You are 55 and considering retirement (Rule 55) 3. Increased creditor protection in a 401k 4. 401k's offer loans--IRA's do not offer loans Why you SHOULD rollover your 401k to an IRA 1. More investment choices in IRA over 401k 2. Lower investment fees 3. Convert IRA to Roth IRA (Roth IRA Conversion) 4. Consolidation from multiple 401k'