4 Stages of Retirement and Paying Less Taxes - Part 2
Released Tuesday, 17th September 2019
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4 Stages of Retirement and Paying Less Taxes - Part 2
4 Stages of Retirement and Paying Less Taxes - Part 2
Tuesday, 17th September 2019
Good episode? Give it some love!
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Many people start planning for retirement too late. Planning for retirement no matter how young is important an nothing but beneficial. You need a plan that takes into account future taxes and distributions. Your distribution amounts will vary depending on the type of retirement account you have.
Retirement Plans:
- Traditional IRA and Roth IRA
- 401(K) and Roth 401(K)
- Combination?
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From The Podcast
Wealth Matters with Debra Taylor
Debra Taylor is both a CPA and an attorney by training and has thus been able to uniquely prioritize retirement and tax planning in her wealth management practice over the last 20 years. She is a sought after voice in the industry being quoted by national publications such as Barrons, Smart Money, The Wall Street Journal, and other various trade publications. Now she is bringing that experience to the wider public! Tune in to hear Debbie speak about all the things that you need to consider in building your financial future. Topics will include: • How to help you not to run out of money • Help you pay fewer taxes in retirement • Items that every financial plan should include • And more! The show airs on public radio on Mondays from 12-1:00 PM EST on 1500AM in the local New York City/Northern New Jersey area. Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.Join Podchaser to...
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