EPISODE · Oct 20, 2022 · 19 MIN
Most Common Retirement Planning Questions About Taxes
from Financial Choices Matter · host Charles Scott
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
What this episode covers
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
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Most Common Retirement Planning Questions About Taxes
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