How to Create a Tax Diversified Retirement

Sam Rodriguez CFP®  & Conor Shepard talk about how to create a tax-diversified retirement & the differences with a tax-free retirement.  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/A0mdjNbmazY

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cshepard@foundationwealthpartners.com

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