Your Retirement & Taxes - What's the Best Way To Get Ready episode artwork

EPISODE · May 28, 2024 · 18 MIN

Your Retirement & Taxes - What's the Best Way To Get Ready

from Ice Blue Money · host Greg Carter & Danny Bullock

Greg & Danny discuss various strategies for tax-free savings and retirement planning. They mention Roth IRAs, which allow for tax-free withdrawals in retirement, but have income limits. Health Savings Accounts (HSAs) are also highlighted as a way to save tax-free for medical expenses, with the added benefit of being able to use the funds for non-medical expenses in retirement. Greg & Danny also talk about Real estate investments as a tax-efficient way to build retirement income. Cash value life insurance is also discussed as a versatile tool that can be used for various purposes, including college savings, retirement savings, and estate planning.

Episode metadata supplied by the publisher feed · Published May 28, 2024

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Your Retirement & Taxes - What's the Best Way To Get Ready

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