Check the background of this firm on FINRA Broker Check.

Ep 37: Most Common Retirement Planning Questions About Taxes

As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. Today we’re sharing some of the most common retirement planning questions about taxes.

We’ll share mistakes to avoid and how a proper plan can make a significant difference in your tax savings. Find out what strategies you can use while you’re still working to improve your tax situation down the road.

Here’s some of what you’ll learn in this episode:

  • How can you minimize the taxes you pay? (2:15)
  • Am I going to have as many deductions in retirement as I did while working? (3:59)
  • Will you be in a lower tax bracket when you retire? (5:31)

If you’re ready to start putting off your financial planning, we make it easy to set up a time to meet and have that first appointment. Visit our online calendar here to begin.


Apple PodcastsSpotifyGoogle PodcastsAmazon MusicStitcheriHeartRadioTuneInRSS

Submit a Comment

Your email address will not be published. Required fields are marked *