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In this video, we'll discuss five key tax opportunities before the tax brackets change in 2026.
This video covers strategic Roth conversions, retirement planning, tax issues, and more.
We'll explore the topic, emphasize aligning tax strategies with personal goals, and provide practical advice through real-life client stories.
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Time Stamp
00:00 Intro
02:36 Maintain Healthy Pre-tax Balance
03:40 The Goal Should Be To Live Your Life to the Fullest
07:55 Do You Need to Review Your Retirement Accounts?
09:25 Consider Retirement Accounts That Are Subject To RMDs
10:55 Should You Work With an Advisor?
12:09 Charitable Giving Strategy
15:22 Summary
15:30 Work With Us
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eBook: The Complete Guide To An Early Retirement (FREE)→
rootfinancialpartners.com/ear...
eBook: The Complete Guide To Health Insurance (FREE)→
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Early Retirement Expense Calculator (FREE) → rootfinancialpartners.com/cas...
PODCAST - earlyretirementpodcast.com/
INSTAGRAM - / earlyretirementari
LINKEDIN - / aritaublieb
What video topic would you like to see discussed in a future video?
Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.
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⚠️ "DISCLAIMER:⚠️
All content is not to be received as financial advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions.
This video contains content I created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.
12 июл 2024
