Money & Stuff

Tax Diversification in Retirement

May 12, 2023 Money & Stuff Episode 37
Tax Diversification in Retirement
Money & Stuff
More Info
Money & Stuff
Tax Diversification in Retirement
May 12, 2023 Episode 37
Money & Stuff

Sam Rodriguez CFP®  & Conor Shepard start discussing the next topic we'll be covering: Tax diversification.  They discuss:

  • What "tax diversification" means and how it can play a positive role in retirement
  • The different types of accounts used to diversify and how they're taxed differently
  • What benefits can come from a tax-diversified retirement vs a tax-free retirement

Watch here: https://youtu.be/b4YvrPWTWak

Want to talk to an advisor about something you heard in this episode?
Reach out to us: www.foundationwealthpartners.com/contact

Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:

cshepard@foundationwealthpartners.com

Securities offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.

To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Show Notes

Sam Rodriguez CFP®  & Conor Shepard start discussing the next topic we'll be covering: Tax diversification.  They discuss:

  • What "tax diversification" means and how it can play a positive role in retirement
  • The different types of accounts used to diversify and how they're taxed differently
  • What benefits can come from a tax-diversified retirement vs a tax-free retirement

Watch here: https://youtu.be/b4YvrPWTWak

Want to talk to an advisor about something you heard in this episode?
Reach out to us: www.foundationwealthpartners.com/contact

Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:

cshepard@foundationwealthpartners.com

Securities offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.

To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision