Tax Planning & Retirement Confidence 💡 | New Day Northwest

Описание: 🔗 Access our book, videos & free planning tools:https://linktr.ee/elevatedfinancialma...
Retirement planning isn’t just about how much you save — it’s also about how much you keep 💡🧾.
So how do taxes really impact retirement, and what strategies can help reduce unnecessary tax exposure? 📊

🔗 Access our book, videos & free planning tools:
https://linktr.ee/elevatedfinancialma...

In this New Day Northwest segment on KING 5 📺, Casey Elkins and Mark Stinson of Elevated Financial Management answer common questions about tax planning in retirement and explain why taxes should be a core part of every retirement strategy — not an afterthought.

The conversation covers:
✅ Why tax planning is critical to long-term retirement success
✅ The difference between tax preparation and proactive tax planning
✅ Why strategies like Roth conversions aren’t right for everyone
✅ How tax-loss harvesting may help reduce tax exposure
✅ Why it’s never too early — or too late — to plan for taxes in retirement

This episode highlights how forward-looking tax planning, tailored to your individual situation, can help create confidence and clarity throughout retirement — regardless of age or stage 🧠📈.

📘 These topics are also explored in our book, Break the Glass: Fireproofing Your Retirement, including taxes, retirement income planning, Social Security, healthcare, and legacy considerations.

📺 As seen on New Day Northwest (KING 5)
🗓️ Check your local listings for air dates and times.

📍 Serving Seattle, the Puget Sound, and Washington State

✨ Next step:
If you’re approaching retirement — or already retired — and want to better understand how taxes may impact your income, it may be time to start a conversation about proactive planning.

🔗 Access our book, videos & free planning tools:
https://linktr.ee/elevatedfinancialma...

#TaxPlanning
#RetirementPlanning
#RetirementTaxes
#TaxEfficientPlanning
#NewDayNorthwest
#KING5Seattle
#FiduciaryAdvisor
#SeattleFinancialAdvisor
#PugetSound
#RetirementConfidence
#WealthManagement
#financialeducation

Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. The views, statements and opinions expressed herein are those of the individual speakers and not necessarily of Foundations or their affiliates. The content provided is for educational purposes only. No investment, legal or tax advice is provided. Always consult with a professional. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Tax loss harvesting is a strategy that may help minimize the amount of current taxes you have to pay on your investments by choosing to sell an investment at a loss. It is only appropriate for certain taxpayers in certain scenarios. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor before attempting a tax loss harvesting strategy and/or to be sure a Roth IRA conversion fits into your planning strategies.