Episode 4 - Don't Ignore Tax Planning in your retirement plan
Автор: The BAB Group LLC
Загружено: 2025-12-30
Просмотров: 5
Описание:
The podcast introduces On Course Financial and its focus on providing clarity and confidence in financial decisions. It then delves into the importance of tax planning in retirement, highlighting the impact of tax-deferred accounts, unforeseen tax implications, and the significance of tax location. The difference between tax planning and tax preparation is also discussed, emphasizing the controllable risk of taxes in retirement.
Takeaways
Tax planning is crucial for retirement
Tax location impacts after-tax income
Chapters
00:00 Introduction to On Course Financial
05:44 The Importance of Tax Location in Retirement Planning
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