The Tax Planning Lesson Retirees Learn Too Late

Описание: One of the most common things we’ve heard from our clients over the years after meeting with a financial advisor is, “I wish I came to you years ago.”

In this clip, SHP Financial’s co-founders Matthew Peck, Derek Gregoire and Keith Ellis Jr. explain why tax planning done 10–15 years before retirement can make a huge difference, especially for those with most of their savings in pre-tax retirement accounts.

They break down how relying too heavily on pre-tax accounts like 401(k)s and IRAs can lead to large required minimum distributions and fewer tax planning opportunities later in life.

#financialplanning #retirementplanning #wealthmanagement

Link to the interview in the comments. Also available on Apple, Spotify, and every other major podcasting app!

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No statements made during the Retirement Road Map podcast shall constitute tax, legal, or accounting advice. You should consult your own legal or tax professional on any such matters. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk, and unless otherwise stated are not guaranteed. Our Investment Advisory Services are offered through SHP Wealth Management LLC., an SEC registered investment advisor. Insurance sales are offered through SHP Financial, LLC. Our advisors and insurance reps may offer clients advice and/or products from each entity. No client is under any obligation to purchase any insurance product.