Are You Using These “Tax-Smart” Retirement Strategies? 

In this video, we go over strategies to help you have a flexible retirement. We discuss, the benefits of pre-tax, tax-advantaged, and taxable accounts and how they have an impact on your retirement income strategy. Whether you’re preparing for retirement, or just retired, we’ll cover everything you need to know. We also discuss how your retirement accounts can affect social security and leaving a legacy.
Chapters:
What Is Tax Diversification And Why It’s Important 2:01
Pre-Tax Accounts 3:40
Tax-Advantaged Account 7:00
Taxable Accounts 10:07
How To Prepare For Retirement (15+ Years Out) 14:00
How To Prepare For Retirement (Less Than 5 Years Out) 16:17
I Just Retired, Now What? 19:11
How Does It Affect My Social Security? 22:56
What Accounts Are Best To Pass On/Inherit? 25:44
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The Defining Wealth Podcast:
Our goal for this podcast is to help give you the clarity to make confident financial decisions. Personal finance is... personal. Everyone's goals, objectives, and values should be reflected in their financial plan. Our mission is that you can learn to apply what we cover to create a better and more fulfilling life.
Hosted by Kyle Kuyat, CFP®, ChFC®, RICP® & Jacob Gardner, CFP®.
*Education and entertainment only, not advice.