Tax Diversification for Dentists in Retirement

In this episode, host Shawn Terrell discusses the importance of tax diversification for dentists nearing retirement. He explains the four types of taxes on investments: ordinary income, deferred, capital gains, and tax-free. Shawn emphasizes the benefits of diversifying across these tax types to minimize lifetime tax liability and maximize retirement options.------------------------------Chapters00:00:00 Introduction to Tax Diversification00:00:00 Understanding Ordinary Income Tax00:00:00 Deferred Tax Explained00:00:00 Capital Gains Tax Overview00:00:01 Benefits of Tax-Free Investments00:00:01 Conclusion and Professional Advice-------------------------------Episode Resource ----------------------------------Meet with Dentist Exit Planning Advisor:Schedule Discovery Meeting-----------------------------------About Dentist Exit Planning:Website: dentistexit.comFacebook Group for DentistsYouTubeInstagramLinkedInSign-Up for Dentist Exit Email NewsletterEmail Shawn at: [email protected]