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. 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
Om Podcasten
Welcome to the ”Financial Choices Matter” podcast, hosted by Charles C. Scott, AIF®, CDP®, the Founder and President of Pelleton Capital Management in Scottsdale, Arizona. With over three decades of experience in financial advisory, Charles is dedicated to helping families assemble their financial puzzles. This podcast brings you in-depth guidance on the Five Pillars of Comprehensive Financial Planning: Cash Flow, Risk Management, Tax, Investment, and Estate Planning. Each episode aims to be your ”box top,” providing the clear vision needed to achieve a financial future tailored to your unique goals. Join us as we explore how to prioritize, organize, and seamlessly fit each piece of your financial puzzle into a cohesive whole. Tune in for strategies to maximize assets, minimize taxes, and provide peace of mind for you and your family. Upholding the principles of being fiduciary, independent, and objective, ”Financial Choices Matter” is your trusted resource for practical and profound financial insights. Subscribe and journey with us toward a secure and well-planned future.